Clarkston Capital Partners’s Kenvue KVUE Stock Holding History

Clarkston Capital Partners’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 Q1	–	Sell	-198,340	Closed	-$3.42M	–	143
2025 Q4	$3.42M	Sell	198,340 -1,133,313	-85%	-$18.5M	0.08%	86
2025 Q3	$21.6M	Sell	1,331,653 -5,700	-0.4%	-$116K	0.47%	49
2025 Q2	$28M	Sell	1,337,353 -33,050	-2%	-$752K	0.59%	41
2025 Q1	$32.9M	Buy	1,370,403 +4,820	+0.4%	+$107K	0.65%	35
2024 Q4	$29.2M	Sell	1,365,583 -3,375	-0.2%	-$76.5K	0.56%	36
2024 Q3	$31.7M	Buy	1,368,958 +7,164	+0.5%	+$148K	0.58%	33
2024 Q2	$24.8M	Buy	1,361,794 +564,873	+71%	+$10.9M	0.47%	39
2024 Q1	$17.1M	Buy	796,921 +11,484	+1%	+$233K	0.3%	47
2023 Q4	$16.9M	Buy	+785,437	New	+$15.7M	0.31%	44

Other funds holding KVUE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Clarkston Capital Partners's KVUE Position: Q1 2026 in Review

Clarkston Capital Partners sold out of Kenvue (KVUE) in Q1 2026, closing a stake of 198,340 shares — an estimated $3.42M sold.

Clarkston Capital Partners first reported a position in KVUE in Q4 2023 and held it in 9 quarters. The position peaked at $32.9M in Q1 2025. 1,012 funds tracked by Wall St. Rank hold KVUE as of Q1 2026.

Clarkston Capital Partners reported no remaining Kenvue position as of Q1 2026 after selling out during the quarter.
Clarkston Capital Partners sold 198,340 Kenvue shares in Q1 2026, an estimated $3.42M.
Clarkston Capital Partners first reported a position in Kenvue in Q4 2023 and held it in 9 quarters.
Clarkston Capital Partners's Kenvue position peaked at $32.9M in Q1 2025.
1,012 funds tracked by Wall St. Rank held Kenvue as of Q1 2026.

Based on Clarkston Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.