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Davidson Kempner Capital Management’s Kenvue KVUE Stock Holding History

Davidson Kempner 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
2025
Q3 		– Sell
-1,187,447
Closed -$24.9M – 257
2025
Q2 		$24.9M Buy
+1,187,447
New +$27M 0.36% 81
2024
Q4 		– Sell
-175,000
Closed -$4.05M – 223
2024
Q3 		$4.05M Sell
175,000
-3,854,352
-96% -$79.9M 0.08% 127
2024
Q2 		$73.3M Buy
4,029,352
+2,025,614
+101% +$39.2M 1.17% 25
2024
Q1 		$43M Sell
2,003,738
-2,666,576
-57% -$54.1M 0.57% 44
2023
Q4 		$101M Sell
4,670,314
-1,513,035
-24% -$30.3M 1.53% 12
2023
Q3 		$124M Buy
6,183,349
+5,360,135
+651% +$124M 1.63% 10
2023
Q2 		$21.7M Buy
+823,214
New +$21.5M 0.42% 55

Other funds holding KVUE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Davidson Kempner Capital Management's KVUE Position: Q3 2025 in Review

Davidson Kempner Capital Management sold out of Kenvue (KVUE) in Q3 2025, closing a stake of 1,187,447 shares — an estimated $24.9M sold.

Davidson Kempner Capital Management first reported a position in KVUE in Q2 2023 and held it in 7 quarters. The position peaked at $124M in Q3 2023. 1,063 funds tracked by Wall St. Rank hold KVUE as of Q3 2025.

  • Davidson Kempner Capital Management reported no remaining Kenvue position as of Q3 2025 after selling out during the quarter.
  • Davidson Kempner Capital Management sold 1,187,447 Kenvue shares in Q3 2025, an estimated $24.9M.
  • Davidson Kempner Capital Management first reported a position in Kenvue in Q2 2023 and held it in 7 quarters.
  • Davidson Kempner Capital Management's Kenvue position peaked at $124M in Q3 2023.
  • 1,063 funds tracked by Wall St. Rank held Kenvue as of Q3 2025.

Based on Davidson Kempner Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.