Now, on the 10th day of October in the year 2025, Sarasin & Partners LLP, that cold, calculating machine of capital, laid bare its soul-or what passes for one in the world of assets and filings. It announced, with the clinical detachment of a coroner reporting cause of death, that it had acquired 963,978 shares of Kimberly-Clark Corporation (NYSE: KMB), a transaction valued at some $119.87 million. A mere exchange of digits, a flicker in the market’s bloodstream-yet beneath this sterile disclosure, I sense a deeper tremor, a moral quiver in the algorithmic heart.
What happened
The Form 13F, that quarterly confession of financial intent, revealed not merely a transaction but an act of faith-or perhaps its absence. Sarasin, in its mechanistic way, increased its stake in KMB to 2,048,544 shares, a portfolio holding now worth $251.27 million as of September 30, 2025. But let us not mistake volume for vitality. This is not the frenzied grasp of a gambler eyeing a miracle; no, it is the slow, deliberate hand of a man selecting bread at the market-not because it excites him, but because he must eat. And so, Sarasin eats.
What else to know
The KMB position now constitutes 2.47% of Sarasin’s 13F reportable AUM-a modest fraction, yet not insignificant. It whispers of prudence, of a search for stability among the ruins of volatility. The rest of the portfolio reads like a pantheon of modern idols: Microsoft, Nvidia, Amazon, Google, Meta. These are the titans of fire and light, gods of computation and desire. And there, nestled among them-almost shyly-sits Kimberly-Clark: maker of diapers, tissues, sanitary products. Not the future, but the ever-present. Not progress, but routine. Not spectacle, but necessity.
- NASDAQ:MSFT: $1.02 billion (10.0% of AUM)
- NASDAQ:NVDA: $828.58 million (8.1% of AUM)
- NASDAQ:AMZN: $570.02 million (5.6% of AUM)
- NASDAQ:GOOGL: $556.62 million (5.5% of AUM)
- NASDAQ:META: $456.06 million (4.5% of AUM)
And yet, while the markets chase dreams wrapped in silicon, KMB trades at $119.55-down 15.9% over the past year, a pariah among bulls, underperforming the S&P 500 by 29 percentage points. Is it failing? Perhaps. Or perhaps it is simply indifferent-the old oak tree as the storm rages around it, unimpressed by the lightning.
Company Overview
| Metric | Value |
|---|---|
| Revenue (TTM) | $18.88 billion |
| Net Income (TTM) | $2.43 billion |
| Dividend Yield | 4.22% |
| Price (as of market close 2025-10-09) | $119.55 |
Company Snapshot
Kimberly-Clark: the quiet guardian of human frailty. It produces not revolutions, but Kleenex for tears, Huggies for the helpless, Scott for the weary, Kotex for the cyclical sorrows of womanhood. Its revenue flows from supermarkets, mass merchandisers, and the cold efficiency of e-commerce-channels through which we purchase not luxury, but the basic tools of dignity. Its customers? Every man, woman, and child who bleeds, sneezes, soils, or cares for those who do. This is not glamorous. This is not new. This is eternal.
Foolish take
Yes, the stock has languished. Yes, the price is flat, a still pond in a world of typhoons. But consider this: for fifty consecutive years, Kimberly-Clark has raised its dividend. Fifty years. Through recessions, pandemics, moral upheavals, and the endless march of innovation-through all of it, the dividend has grown. Is that not a kind of salvation in a godless market? Not salvation through growth, no-those days are long gone. This is salvation through persistence, through the quiet assurance that even in despair, one will be paid.
It is a stock for the weary, for the man who has gambled and lost, for the widow who fears the winter. It pays you to exist. The economy may crash; Nvidia may fall from the sky like Icarus-and still, the diaper must be changed, the nose blown, the blood contained. In this, Kimberly-Clark is not a company. It is a condition of life.
Glossary
13F reportable AUM: The sum of assets that must be revealed, as if under a confessional light, to the SEC-our financial priest.
AUM (Assets Under Management): The total value of money entrusted-a modern form of worship through wealth.
Quarter ended: The arbitrary punctuation of time by which we pretend to measure our progress.
Stake: Not merely ownership, but a moral commitment-to profit, or to patience.
Top five holdings: The idols of the current age, the golden calves we polish daily.
Dividend yield: The whisper of income in a marketplace deafened by speculation.
TTM: The last twelve months-our most recent descent into the abyss, measured in dollars.
Mass merchandisers: The cathedrals of consumption, where salvation is sold in bulk.
Branded disposable consumer products: Objects we use and discard, like human moments-fleeting, yet essential.
Institutional investors: The monasteries of capital, where decisions are made in silence, far from the screaming floor.
And so, I ask: is it not possible that in this unremarkable stock, in this humble provider of tissues and diapers, lies a truth more profound than the entire futuristic spectacle of artificial intelligence? Perhaps. Or perhaps I am merely tired. 💔
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2025-10-12 04:23