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Brandes Investment Partners’s Kenvue KVUE Stock Holding History

Brandes Investment Partners’s Portfolio KVUE Stock Details KVUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$69.4M Buy
3,630,495
+145,527
+4% +$2.56M 0.49% 84
2026
Q1 		$60.1M Buy
3,484,968
+390,320
+13% +$6.95M 0.43% 84
2025
Q4 		$53.4M Buy
3,094,648
+632,903
+26% +$10.3M 0.41% 83
2025
Q3 		$40M Buy
2,461,745
+663,412
+37% +$13.5M 0.32% 92
2025
Q2 		$37.6M Sell
1,798,333
-1,102,082
-38% -$25.1M 0.34% 91
2025
Q1 		$69.6M Sell
2,900,415
-40,297
-1% -$892K 0.71% 51
2024
Q4 		$62.8M Buy
2,940,712
+90,387
+3% +$2.05M 0.7% 51
2024
Q3 		$65.9M Buy
2,850,325
+1,234,421
+76% +$25.6M 0.74% 45
2024
Q2 		$29.4M Buy
1,615,904
+1,572,476
+3,621% +$30.5M 0.36% 80
2024
Q1 		$932K Buy
+43,428
New +$882K 0.01% 145

Other funds holding KVUE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Brandes Investment Partners's KVUE Position: Q2 2026 in Review

Brandes Investment Partners increased its Kenvue (KVUE) stake by 4.2% in Q2 2026, buying an estimated $2.56M and bringing the position to 3,630,495 shares worth $69.4M. The position accounts for 0.49% of the portfolio, ranked #84.

Brandes Investment Partners first reported a position in KVUE in Q1 2024 and has held it in 10 quarters since. The position peaked at $69.6M in Q1 2025. 1,008 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

  • Brandes Investment Partners held 3,630,495 shares of Kenvue worth $69.4M as of Q2 2026.
  • Brandes Investment Partners bought 145,527 Kenvue shares in Q2 2026, an estimated $2.56M.
  • Kenvue made up 0.49% of Brandes Investment Partners's portfolio in Q2 2026, its #84 holding.
  • Brandes Investment Partners first reported a position in Kenvue in Q1 2024 and has held it in 10 quarters since.
  • Brandes Investment Partners's Kenvue position peaked at $69.6M in Q1 2025.
  • 1,008 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on Brandes Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.