Burgundy Asset Management’s Kenvue KVUE Stock Holding History

Burgundy Asset Management’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
2025 Q3	$146M	Sell	7,030,246 -118,550	-2%	-$2.42M	1.37%	30
2025 Q2	$150M	Buy	7,148,796 +592,854	+9%	+$13.5M	1.46%	30
2025 Q1	$157M	Buy	6,555,942 +533,528	+9%	+$11.8M	1.63%	23
2024 Q4	$129M	Sell	6,022,414 -598,451	-9%	-$13.6M	1.3%	31
2024 Q3	$153M	Buy	6,620,865 +918,079	+16%	+$19M	1.52%	26
2024 Q2	$104M	Buy	5,702,786 +593,751	+12%	+$11.5M	1.09%	36
2024 Q1	$110M	Buy	5,109,035 +785,414	+18%	+$15.9M	1.13%	39
2023 Q4	$93.1M	Buy	4,323,621 +615,627	+17%	+$12.3M	1.03%	39
2023 Q3	$74.5M	Buy	3,707,994 +3,022,762	+441%	+$70M	0.91%	44
2023 Q2	$18.1M	Buy	+685,232	New	+$17.9M	0.21%	77

Other funds holding KVUE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

Burgundy Asset Management's KVUE Position: Q3 2025 in Review

Burgundy Asset Management reduced its Kenvue (KVUE) stake by 1.7% in Q3 2025, selling an estimated $2.42M and leaving 7,030,246 shares worth $146M. The position accounts for 1.37% of the portfolio, ranked #30.

Burgundy Asset Management first reported a position in KVUE in Q2 2023 and has held it in 10 quarters since. The position peaked at $157M in Q1 2025. 1,064 funds tracked by Wall St. Rank hold KVUE as of Q3 2025.

Burgundy Asset Management held 7,030,246 shares of Kenvue worth $146M as of Q3 2025.
Burgundy Asset Management sold 118,550 Kenvue shares in Q3 2025, an estimated $2.42M.
Kenvue made up 1.37% of Burgundy Asset Management's portfolio in Q3 2025, its #30 holding.
Burgundy Asset Management first reported a position in Kenvue in Q2 2023 and has held it in 10 quarters since.
Burgundy Asset Management's Kenvue position peaked at $157M in Q1 2025.
1,064 funds tracked by Wall St. Rank held Kenvue as of Q3 2025.

Based on Burgundy Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.