Bessemer Group’s Kenvue KVUE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$161M Sell
8,406,109
-118,914
-1% -$2.1M 0.22% 121
2026
Q1
$147M Buy
8,525,023
+33,680
+0.4% +$600K 0.23% 106
2025
Q4
$146M Buy
8,491,343
+5,177,404
+156% +$84.6M 0.22% 109
2025
Q3
$53.8M Sell
3,313,939
-5,994
-0.2% -$122K 0.08% 185
2025
Q2
$69.5M Buy
3,319,933
+958,757
+41% +$21.8M 0.11% 172
2025
Q1
$56.6M Sell
2,361,176
-79,922
-3% -$1.77M 0.1% 175
2024
Q4
$52.1M Sell
2,441,098
-61,181
-2% -$1.39M 0.09% 182
2024
Q3
$57.9M Buy
2,502,279
+135,911
+6% +$2.82M 0.1% 178
2024
Q2
$43M Sell
2,366,368
-38,988
-2% -$755K 0.08% 194
2024
Q1
$51.6M Sell
2,405,356
-1,798,792
-43% -$36.5M 0.09% 195
2023
Q4
$90.5M Buy
4,204,148
+25,690
+0.6% +$514K 0.18% 150
2023
Q3
$83.9M Buy
+4,178,458
New +$96.7M 0.18% 149

Other funds holding KVUE

Bessemer Group's KVUE Position: Q2 2026 in Review

Bessemer Group reduced its Kenvue (KVUE) stake by 1.4% in Q2 2026, selling an estimated $2.1M and leaving 8,406,109 shares worth $161M. The position accounts for 0.22% of the portfolio, ranked #121.

Bessemer Group first reported a position in KVUE in Q3 2023 and has held it in 12 quarters since. 1,002 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

  • Bessemer Group held 8,406,109 shares of Kenvue worth $161M as of Q2 2026.
  • Bessemer Group sold 118,914 Kenvue shares in Q2 2026, an estimated $2.1M.
  • Kenvue made up 0.22% of Bessemer Group's portfolio in Q2 2026, its #121 holding.
  • Bessemer Group first reported a position in Kenvue in Q3 2023 and has held it in 12 quarters since.
  • 1,002 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.