Thayer Partners, LLC / MA KMB KIMBERLY-CLARK CORP

Ownership history in Thayer Partners, LLC / MA  ·  3 quarters on record

AI Ownership Summary

Thayer Partners, LLC / MA reported KIMBERLY-CLARK CORP (KMB) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 0.45% in 2025 Q4. The latest visible filing shows KMB at 0.44% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this KMB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Thayer Partners, LLC / MA's position in KIMBERLY-CLARK CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

KMB was reported at 0.44% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.45% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Thayer Partners, LLC / MA held KMB — position size vs. price
% of Fund (quarterly)    KMB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 9,636 -17 -0.2% 0.44% $1.1M 2026-07-31 $109.31
2026 Q1 ADDED 9,653 +399 +4.3% 0.44% $931K 2026-05-05 $95.88
2025 Q4 INITIATED 9,254 0.45% $934K 2026-02-05 $101.59

FAQ About Thayer Partners, LLC / MA and KMB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Thayer Partners, LLC / MA reported owning KMB?

Thayer Partners, LLC / MA reported KMB across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported KMB position in Thayer Partners, LLC / MA's portfolio?

The largest reported portfolio weight for KMB was 0.45% in 2025 Q4.

What is the latest reported KMB position on this page?

The most recent filing on this page is 2026 Q2, when Thayer Partners, LLC / MA reported 9,636 shares, equal to 0.44% of portfolio, with an estimated market value of $1.1M.

What does the chart on this KMB ownership page compare?

The chart compares Thayer Partners, LLC / MA's quarterly KMB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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