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Cullen Capital Management’s Kenvue KVUE Stock Holding History

Cullen 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
Q1 		– Sell
-10,213
Closed -$176K – 225
2025
Q4 		$176K Sell
10,213
-2,400,428
-100% -$39.2M ﹤0.01% 224
2025
Q3 		$39.1M Sell
2,410,641
-74,299
-3% -$1.52M 0.43% 60
2025
Q2 		$52M Sell
2,484,940
-6,565,339
-73% -$149M 0.59% 54
2025
Q1 		$217M Sell
9,050,279
-50,217
-0.6% -$1.11M 2.51% 11
2024
Q4 		$194M Sell
9,100,496
-185,517
-2% -$4.21M 2.26% 19
2024
Q3 		$215M Buy
9,286,013
+166,464
+2% +$3.45M 2.34% 18
2024
Q2 		$166M Sell
9,119,549
-557,608
-6% -$10.8M 1.91% 23
2024
Q1 		$208M Buy
9,677,157
+2,829,322
+41% +$57.4M 2.31% 18
2023
Q4 		$147M Sell
6,847,835
-3,507,072
-34% -$70.2M 2.19% 19
2023
Q3 		$208M Buy
+10,354,907
New +$240M 2.43% 17

Other funds holding KVUE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Cullen Capital Management's KVUE Position: Q1 2026 in Review

Cullen Capital Management sold out of Kenvue (KVUE) in Q1 2026, closing a stake of 10,213 shares — an estimated $176K sold.

Cullen Capital Management first reported a position in KVUE in Q3 2023 and held it in 10 quarters. The position peaked at $217M in Q1 2025. 1,018 funds tracked by Wall St. Rank hold KVUE as of Q1 2026.

  • Cullen Capital Management reported no remaining Kenvue position as of Q1 2026 after selling out during the quarter.
  • Cullen Capital Management sold 10,213 Kenvue shares in Q1 2026, an estimated $176K.
  • Cullen Capital Management first reported a position in Kenvue in Q3 2023 and held it in 10 quarters.
  • Cullen Capital Management's Kenvue position peaked at $217M in Q1 2025.
  • 1,018 funds tracked by Wall St. Rank held Kenvue as of Q1 2026.

Based on Cullen Capital Management's 13F filing for Q1 2026, filed 15 May 2026.