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Chilton Capital Management’s Kenvue KVUE Stock Holding History

Chilton Capital 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
2026
Q2 		$71.2K Sell
3,727
-3,727
-50% -$65.7K ﹤0.01% 314
2026
Q1 		$129K Hold
7,454
– – ﹤0.01% 260
2025
Q4 		$129K Hold
7,454
– – ﹤0.01% 266
2025
Q3 		$121K Buy
+7,454
New +$152K ﹤0.01% 280
2024
Q3 		– Sell
-160
Closed -$2.91K – 668
2024
Q2 		$2.91K Buy
+160
New +$3.1K ﹤0.01% 548

Other funds holding KVUE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Chilton Capital Management's KVUE Position: Q2 2026 in Review

Chilton Capital Management reduced its Kenvue (KVUE) stake by 50% in Q2 2026, selling an estimated $65.7K and leaving 3,727 shares worth $71.2K. The position accounts for ﹤0.01% of the portfolio, ranked #314.

Chilton Capital Management first reported a position in KVUE in Q2 2024 and has held it in 5 quarters since. The position peaked at $129K in Q4 2025. 1,004 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

  • Chilton Capital Management held 3,727 shares of Kenvue worth $71.2K as of Q2 2026.
  • Chilton Capital Management sold 3,727 Kenvue shares in Q2 2026, an estimated $65.7K.
  • Kenvue made up ﹤0.01% of Chilton Capital Management's portfolio in Q2 2026, its #314 holding.
  • Chilton Capital Management first reported a position in Kenvue in Q2 2024 and has held it in 5 quarters since.
  • Chilton Capital Management's Kenvue position peaked at $129K in Q4 2025.
  • 1,004 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on Chilton Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.