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Burkett Financial Services’s Kenvue KVUE Stock Holding History

Burkett Financial Services’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
Q3 		$20.9K Sell
1,185
-310
-21% -$5.84K 0.01% 245
2026
Q2 		$28.6K Buy
1,495
+17
+1% +$300 0.01% 129
2026
Q1 		$25.5K Sell
1,478
-255
-15% -$4.54K 0.01% 135
2025
Q4 		$29.9K Buy
1,733
+20
+1% +$327 0.01% 122
2025
Q3 		$27.8K Sell
1,713
-757
-31% -$15.5K 0.01% 127
2025
Q2 		$51.7K Buy
2,470
+21
+0.9% +$478 0.02% 91
2025
Q1 		$58.7K Buy
2,449
+21
+0.9% +$465 0.02% 84
2024
Q4 		$51.8K Buy
2,428
+21
+0.9% +$476 0.02% 84
2024
Q3 		$55.7K Buy
2,407
+22
+0.9% +$456 0.02% 79
2024
Q2 		$43.4K Buy
2,385
+24
+1% +$465 0.02% 80
2024
Q1 		$50.7K Buy
2,361
+24
+1% +$487 0.03% 83
2023
Q4 		$50.3K Buy
+2,337
New +$46.8K 0.03% 84

Other funds holding KVUE

KGC
Kennon-Green & Company New Albany, Ohio $131M AUM 8.08% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Burkett Financial Services's KVUE Position: Q3 2026 in Review

Burkett Financial Services reduced its Kenvue (KVUE) stake by 21% in Q3 2026, selling an estimated $5.84K and leaving 1,185 shares worth $20.9K. The position accounts for 0.01% of the portfolio, ranked #245.

Burkett Financial Services first reported a position in KVUE in Q4 2023 and has held it in 12 quarters since. The position peaked at $58.7K in Q1 2025. 11 funds tracked by Wall St. Rank hold KVUE as of Q3 2026.

  • Burkett Financial Services held 1,185 shares of Kenvue worth $20.9K as of Q3 2026.
  • Burkett Financial Services sold 310 Kenvue shares in Q3 2026, an estimated $5.84K.
  • Kenvue made up 0.01% of Burkett Financial Services's portfolio in Q3 2026, its #245 holding.
  • Burkett Financial Services first reported a position in Kenvue in Q4 2023 and has held it in 12 quarters since.
  • Burkett Financial Services's Kenvue position peaked at $58.7K in Q1 2025.
  • 11 funds tracked by Wall St. Rank held Kenvue as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.