Coho Partners’s Kenvue KVUE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.87M	Sell	185,008 -21,945	-11%	-$459K	0.29%	33
2025 Q1	$4.96M	Sell	206,953 -128,091	-38%	-$3.07M	0.3%	32
2024 Q4	$7.15M	Sell	335,044 -23,800	-7%	-$508K	0.33%	33
2024 Q3	$8.3M	Buy	+358,844	New	+$8.3M	0.3%	30