킴벌리클라크사
US ˙ NasdaqGS ˙ US4943681035

SecurityKMB / Kimberly-Clark Corporation
InstitutionTrinityPoint Wealth, LLC
Latest Disclosed Ownership1,763 shares
Latest Disclosed Value $ 231,073
TrinityPoint Wealth, LLC reports 3.04% increase in ownership of KMB / Kimberly-Clark Corporation

On February 14, 2025 - TrinityPoint Wealth, LLC filed a 13F-HR form disclosing ownership of 1,763 shares of Kimberly-Clark Corporation (US:KMB) valued at $231,024 USD as of December 31, 2024. The entity filed a previous 13F-HR on November 7, 2024 disclosing 1,711 shares of Kimberly-Clark Corporation. This represents a change in shares of 3.04% during the quarter. The current value of the position is $174,608 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2025-02-14 2024-12-31 13F KIMBERLY-CLARK COM 494368103 1,763 52 3.04 231 -4.94 0.0325
2024-11-07 2024-09-30 13F KIMBERLY-CLARK COM 494368103 1,711 -1 -0.06 243 2.97 0.0350
2024-07-30 2024-06-30 13F KIMBERLY-CLARK COM 494368103 1,712 -13 -0.75 237 5.83 0.0370
2024-05-08 2024-03-31 13F KIMBERLY-CLARK COM 494368103 1,725 -391 -18.48 223 -13.23 0.0369
2024-02-14 2023-12-31 13F/A-3 KIMBERLY-CLARK COM 494368103 2,116 -3,513 -62.41 257 -62.21 0.0466
2024-02-12 2023-12-31 13F/A-1 KIMBERLY-CLARK COM 494368103 2,116 -3,513 257 0.0466
2024-02-08 2023-12-31 13F KIMBERLY-CLARK COM 494368103 2,116 -3,513 257 0.0466
2023-11-08 2023-09-30 13F KIMBERLY-CLARK COM 494368103 5,629 27 0.48 680 -12.03 0.1355
2023-08-07 2023-06-30 13F KIMBERLY-CLARK COM 494368103 5,602 82 1.49 773 4.46 0.1509
2023-05-04 2023-03-31 13F KIMBERLY-CLARK COM 494368103 5,520 36 0.66 741 -0.54 0.1587
2023-02-07 2022-12-31 13F KIMBERLY-CLARK COM 494368103 5,484 559 11.35 744 34.30 0.1695
2022-11-09 2022-09-30 13F KIMBERLY-CLARK COM 494368103 4,925 -17 -0.34 554 -17.07 0.1266
2022-08-05 2022-06-30 13F KIMBERLY-CLARK COM 494368103 4,942 -181 -3.53 668 5.86 0.1476
2022-05-13 2022-03-31 13F KIMBERLY-CLARK COM 494368103 5,123 147 2.95 631 -11.25 0.1143
2022-02-11 2021-12-31 13F KIMBERLY-CLARK COM 494368103 4,976 128 2.64 711 10.75 0.1262
2021-11-12 2021-09-30 13F KIMBERLY-CLARK COM 494368103 4,848 1,005 26.15 642 24.90 0.1228
2021-08-13 2021-06-30 13F KIMBERLY-CLARK COM 494368103 3,843 72 1.91 514 -1.91 0.1051
2021-05-11 2021-03-31 13F KIMBERLY-CLARK COM 494368103 3,771 -67 -1.75 524 -0.38 0.1220
2021-02-10 2020-12-31 13F KIMBERLY-CLARK COM 494368103 3,838 165 4.49 526 -2.95 0.1264
2020-11-13 2020-09-30 13F KIMBERLY CLARK COM 494368103 3,673 760 26.09 542 31.55 0.1506
2020-08-13 2020-06-30 13F KIMBERLY CLARK COM 494368103 2,913 -9 -0.31 412 10.16 0.1304
2020-05-05 2020-03-31 13F KIMBERLY CLARK COM 494368103 2,922 436 17.54 374 9.36 0.1481
2020-02-06 2019-12-31 13F KIMBERLY CLARK COM 494368103 2,486 57 2.35 342 8.92 0.1154
2019-11-07 2019-09-30 13F KIMBERLY CLARK COM 494368103 2,429 174 7.72 314 3.29 0.1094
2019-08-06 2019-06-30 13F KIMBERLY CLARK COM 494368103 2,255 75 3.44 304 12.59 0.1457
2019-05-07 2019-03-31 13F KIMBERLY CLARK COM 494368103 2,180 2,180 270 0.1327
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.