Chelsea Counsel Company’s Kenvue KVUE Stock Holding History

Chelsea Counsel Company’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	$322K	Sell	16,868 -931	-5%	-$16.4K	0.14%	86
2026 Q1	$307K	Hold	17,799	–	–	0.14%	88
2025 Q4	$307K	Sell	17,799 -2,536	-12%	-$41.5K	0.13%	88
2025 Q3	$330K	Hold	20,335	–	–	0.15%	87
2025 Q2	$426K	Sell	20,335 -554	-3%	-$12.6K	0.21%	75
2025 Q1	$501K	Sell	20,889 -1,116	-5%	-$24.7K	0.27%	59
2024 Q4	$470K	Sell	22,005 -553	-2%	-$12.5K	0.24%	66
2024 Q3	$522K	Sell	22,558 -3,252	-13%	-$67.4K	0.26%	67
2024 Q2	$469K	Sell	25,810 -50,643	-66%	-$981K	0.23%	68
2024 Q1	$1.64M	Sell	76,453 -3,721	-5%	-$75.5K	0.93%	30
2023 Q4	$1.73M	Sell	80,174 -1,117	-1%	-$22.4K	0.92%	32
2023 Q3	$1.63M	Buy	+81,291	New	+$1.88M	0.84%	32

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

Chelsea Counsel Company's KVUE Position: Q2 2026 in Review

Chelsea Counsel Company reduced its Kenvue (KVUE) stake by 5.2% in Q2 2026, selling an estimated $16.4K and leaving 16,868 shares worth $322K. The position accounts for 0.14% of the portfolio, ranked #86.

Chelsea Counsel Company first reported a position in KVUE in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.73M in Q4 2023. 1,011 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

Chelsea Counsel Company held 16,868 shares of Kenvue worth $322K as of Q2 2026.
Chelsea Counsel Company sold 931 Kenvue shares in Q2 2026, an estimated $16.4K.
Kenvue made up 0.14% of Chelsea Counsel Company's portfolio in Q2 2026, its #86 holding.
Chelsea Counsel Company first reported a position in Kenvue in Q3 2023 and has held it in 12 quarters since.
Chelsea Counsel Company's Kenvue position peaked at $1.73M in Q4 2023.
1,011 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on Chelsea Counsel Company's 13F filing for Q2 2026, filed 12 Aug 2026.