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Optimist Retirement Group’s Kimberly-Clark KMB Stock Holding History

Optimist Retirement Group’s Portfolio KMB Stock Details KMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.51M Buy
26,027
+19,569
+303% +$2M 1.11% 25
2025
Q4 		$652K Sell
6,458
-11,794
-65% -$1.29M 0.3% 47
2025
Q3 		$2.27M Buy
18,252
+194
+1% +$25.1K 1.03% 31
2025
Q2 		$2.33M Buy
18,058
+35
+0.2% +$4.75K 1.12% 26
2025
Q1 		$2.56M Buy
18,023
+927
+5% +$125K 1.28% 14
2024
Q4 		$2.24M Sell
17,096
-582
-3% -$79.3K 1.06% 22
2024
Q3 		$2.52M Buy
17,678
+461
+3% +$65.4K 1.14% 21
2024
Q2 		$2.38M Buy
17,217
+350
+2% +$46.7K 1.25% 17
2024
Q1 		$2.18M Buy
16,867
+10,168
+152% +$1.25M 1.12% 19
2023
Q4 		$814K Buy
+6,699
New +$810K 0.53% 37

Other funds holding KMB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Optimist Retirement Group's KMB Position: Q1 2026 in Review

Optimist Retirement Group increased its Kimberly-Clark (KMB) stake by 303% in Q1 2026, buying an estimated $2M and bringing the position to 26,027 shares worth $2.51M. The position accounts for 1.11% of the portfolio, ranked #25.

Optimist Retirement Group first reported a position in KMB in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.56M in Q1 2025. 1,645 funds tracked by Wall St. Rank hold KMB as of Q1 2026.

  • Optimist Retirement Group held 26,027 shares of Kimberly-Clark worth $2.51M as of Q1 2026.
  • Optimist Retirement Group bought 19,569 Kimberly-Clark shares in Q1 2026, an estimated $2M.
  • Kimberly-Clark made up 1.11% of Optimist Retirement Group's portfolio in Q1 2026, its #25 holding.
  • Optimist Retirement Group first reported a position in Kimberly-Clark in Q4 2023 and has held it in 10 quarters since.
  • Optimist Retirement Group's Kimberly-Clark position peaked at $2.56M in Q1 2025.
  • 1,645 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2026.

Based on Optimist Retirement Group's 13F filing for Q1 2026, filed 11 May 2026.