What smart money is saying about Kimberly-Clark Corporation
2 funds in our archive have pitched Kimberly-Clark Corporation, most recently Nuance Investments Concentrated Value Strategy in September 2026.
Kimberly-Clark Corporation, together with its subsidiaries, manufactures and markets personal care products in the United States. It operates in two segments, North America and International Personal Care. The North America segment offers disposable diapers, training and youth pants, swimpants, baby wipes, feminine and incontinence care products, reusable underwear, facial and bathroom tissue, paper towels, napkins, wipers, tissue, towels, soaps and sanitizers, and other related products under the Huggies, Pull-Ups, Goodnites, Kotex, Poise, Depend, Kleenex, Scott, Cottonelle, Viva, Wypall , and other brand names. Its International Personal Care segment provides baby and child care, adult care and feminine care, including disposable diapers, training and youth pants, swimpants, baby wipes, feminine and incontinence care products, reusable underwear, and other related products under the Huggies, Kotex, Goodfeel, Intimus, Depend, and other brand names. The company sells its household use products directly to supermarkets, mass merchandisers, drugstores, warehouse clubs, variety and department stores, and other retail outlets, as well as through other distributors and e-commerce. It also sells its professional use products through distributors, directly to manufacturing, lodging, office building, food service, and high-volume public facilities, and through e-commerce. Kimberly-Clark Corporation was founded in 1872 and is headquartered in Dallas, Texas.
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Fund signal · last 12 months
4 lettersToo few moves on Kimberly-Clark Corporation yet for a clear signal
Moves described in fund letters in our archive. A sentence published word for word by several funds of one house in the same quarter counts once.
Position history
Between Q1 2026 and Q3 2026, 4 fund letters reported a position in Kimberly-Clark Corporation, with 1 buy (opened or added) and 2 sells (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 1 | 0 | 1 |
| Q1 2026 | 2 | 0 | 2 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 4 positions · 3 moves
- September 2026
“Kimberly-Clark is a leading consumer goods and personal care company with well-known brands such as Huggies, Kleenex, Scott, Kote and Depend.”
Kimberly-Clark Corporation - September 2026
“As we often do, we will close with an example of one of our larger holdings that we think illustrates the many attractive risk rewards we are finding today. Kimberly-Clark Corporation (KMB) is a leading global manufacturer of paper-based personal care products, including diapers, facial tissues, feminine care products, adult incontinence products, toilet paper, and paper towels.”
Kimberly-Clark Corporation - March 2026
“We also trimmed our positions in Kimberly-Clark, Applied Materials, Omnicom, Merck, Ameriprise Financial, Gen Digital, American Express, Carlyle Group, Chubb.”
Kimberly-Clark Corporation - ExitedThird PointMarch 2026
“Page 2 profits on numerous positions and significantly reducing both net and gross exposures well before the start of the war in Iran, we ended the quarter slightly down, outperforming the S&P by approximately 400bps for the period. The turmoil began later in Q1 when a seemingly contained unwind in private credit seeped into public markets, first through software financing channels and also more broadly via financials, and the Iran War drove nearly a 70% upward move in oil prices. Leadership broke down, correlations rose, and crowding in winning AI trades became a liability rather than a tailwind. Despite weak labor data, benign CPI, and a steady Fed, new oil-driven inflationary fears pushed yields higher and reset the prevailing expectations of further Fed easing. Our exposure reduction began in February, when many of our positions reached a target price or were beneficiaries of factor rotations, not a change in fundamentals. Two examples of such exits were our timely sale of a large position in the rails and the complete exit from Kimberly Clark (the successor to last year’s Kenvue position), with the latter benefiting from a spike in demand for defensive securities.”
Kimberly-Clark Corporation
Fund coverage · 2 theses
- Nuance Investments Concentrated Value StrategySeptember 2026
Kimberly-Clark is a global personal care leader with strong brands, pricing power, synergy potential from Kenvue, and an attractive valuation.
Read the full thesis - Diamond Hill Large Cap FundMarch 2026
Kimberly-Clark is a consumer staples leader with a high-quality core business, cost synergy potential and improved growth opportunities.
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