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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
Q2 		$2.92M Buy
26,610
+583
+2% +$57.8K 1.13% 19
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Optimist Retirement Group's KMB Position: Q2 2026 in Review

Optimist Retirement Group increased its Kimberly-Clark (KMB) stake by 2.2% in Q2 2026, buying an estimated $57.8K and bringing the position to 26,610 shares worth $2.92M. The position accounts for 1.13% of the portfolio, ranked #19.

Optimist Retirement Group first reported a position in KMB in Q4 2023 and has held it in 11 quarters since. 1,710 funds tracked by Wall St. Rank hold KMB as of Q2 2026.

  • Optimist Retirement Group held 26,610 shares of Kimberly-Clark worth $2.92M as of Q2 2026.
  • Optimist Retirement Group bought 583 Kimberly-Clark shares in Q2 2026, an estimated $57.8K.
  • Kimberly-Clark made up 1.13% of Optimist Retirement Group's portfolio in Q2 2026, its #19 holding.
  • Optimist Retirement Group first reported a position in Kimberly-Clark in Q4 2023 and has held it in 11 quarters since.
  • 1,710 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2026.

Based on Optimist Retirement Group's 13F filing for Q2 2026, filed 10 Aug 2026.