Callahan Advisors’s Kenvue KVUE Stock Holding History

Callahan Advisors’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	$2.57M	Hold	134,405	–	–	0.19%	85
2026 Q1	$2.32M	Hold	134,405	–	–	0.19%	91
2025 Q4	$2.32M	Buy	134,405 +53,882	+67%	+$881K	0.19%	90
2025 Q3	$1.31M	Buy	+80,523	New	+$1.64M	0.11%	100

Other funds holding KVUE

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Oslo, Norway $1T AUM

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

Callahan Advisors's KVUE Position: Q2 2026 in Review

Callahan Advisors held its Kenvue (KVUE) position steady in Q2 2026 at 134,405 shares worth $2.57M. The position accounts for 0.19% of the portfolio, ranked #85.

Callahan Advisors first reported a position in KVUE in Q3 2025 and has held it in 4 quarters since. 1,011 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

Callahan Advisors held 134,405 shares of Kenvue worth $2.57M as of Q2 2026.
Callahan Advisors left its Kenvue share count unchanged in Q2 2026.
Kenvue made up 0.19% of Callahan Advisors's portfolio in Q2 2026, its #85 holding.
Callahan Advisors first reported a position in Kenvue in Q3 2025 and has held it in 4 quarters since.
1,011 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on Callahan Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.