13FPulse
KM

KMB KIMBERLY-CLARK CORP

2026Q2 · CUSIP 494368103 · Sector: Materials

Piling in

Net holder growth ranks near the top of the market

Funds that own it
1,669
Institutions that reported holding it to the SEC
Net increase in holders
+20
Last quarter 1,649 → now 1,669
How unusual is that
Top 20%
Stronger buying than 83% of US stocks
What the filings say, in one paragraph

1,669 funds held KMB at the end of 2026Q2, up 20 from the quarter before. That is stronger buying than 83.1% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $16.6B(YoY +0.7%), the P/E is 18.6x, return on equity is 111.7%. KMB has had 25 buying rushes in its history, and the price moved +1.7% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Materials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=1018 2013Q4: holders=1112 2014Q1: holders=1126 2014Q2: holders=1131 2014Q3: holders=1128 2014Q4: holders=1195 2015Q1: holders=1201 2015Q2: holders=1191 2015Q3: holders=1197 2015Q4: holders=1270 2016Q1: holders=1291 2016Q2: holders=1296 2016Q3: holders=1269 2016Q4: holders=1295 2017Q1: holders=1328 2017Q2: holders=1326 2017Q3: holders=1303 2017Q4: holders=1385 2018Q1: holders=1380 2018Q2: holders=1349 2018Q3: holders=1362 2018Q4: holders=1406 2019Q1: holders=1462 2019Q2: holders=1481 2019Q3: holders=1493 2019Q4: holders=1536 2020Q1: holders=1523 2020Q2: holders=1574 2020Q3: holders=1594 2020Q4: holders=1615 2021Q1: holders=1616 2021Q2: holders=1576 2021Q3: holders=1537 2021Q4: holders=1671 2022Q1: holders=1603 2022Q2: holders=1636 2022Q3: holders=1566 2022Q4: holders=1655 2023Q1: holders=1642 2023Q2: holders=1677 2023Q3: holders=1594 2023Q4: holders=1674 2024Q1: holders=1686 2024Q2: holders=1731 2024Q3: holders=1735 2024Q4: holders=1786 2025Q1: holders=1813 2025Q2: holders=1769 2025Q3: holders=1719 2025Q4: holders=1682 2026Q1: holders=1649 2026Q2: holders=1669 -134 -67 +0 +67 +134 91614101904 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 25 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 20%
2025Q1 Top 10% -4.7% -24.9%
2024Q4 Top 10% +5.8% +0.8%
2024Q2 Top 5% -6.8% -1.5%
2023Q4 Top 10% +14.6% +23.6%
2023Q2 Top 5% -3.2% -4.2%
2022Q4 Top 5% +14.8% +3.3%
2022Q2 Top 5% -5.5% -5.9%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
328
Change in large funds
+13
Total value they hold
$35.2B
Funds buying for the first time
197
Funds that sold out entirely
177
Price change that quarter
+14.8%
Funds holding puts (bearish)
14
Funds holding calls (bullish)
28

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
18.6
EPS (TTM)
$5.88
EPS YoY
-19.0%
Revenue (TTM)
$16.6B
Revenue YoY
+0.7%
Net margin
11.8%
ROE
111.7%
Debt ratio
90.6%
FCF (TTM)
$1.8B
Dividend (TTM)
$5.08
Quarterly Revenue & EPS
2021-09-30: EPS 1.39 2021-12-31: EPS 1.05 2022-03-31: EPS 1.55 2022-06-30: EPS 1.29 2022-09-30: EPS 1.38 2022-12-31: EPS 1.50 2023-03-31: EPS 1.67 2023-06-30: EPS 0.30 2023-09-30: EPS 1.73 2023-12-31: EPS 1.51 2024-03-31: EPS 1.91 2024-06-30: EPS 1.61 2024-09-30: EPS 2.69 2024-12-31: EPS 1.34 2025-03-31: EPS 1.70 2025-06-30: EPS 1.53 2025-09-30: EPS 1.34 2025-12-31: EPS 1.50 2026-03-31: EPS 2.00 2026-06-30: EPS 1.04 0B 2.6B 5.2B $B 0.00 1.48 2.96 2016201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 19 13 19 24 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-49M623M1.3B 20162017201820192020202120222023202420252026
Latest quarter $321M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.