Geode Capital Management
KVUE icon

Geode Capital Management’s Kenvue KVUE Stock Holding History

Geode 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 		$990M Buy
52,021,320
+751,104
+1% +$13.2M 0.05% 300
2026
Q1 		$881M Buy
51,270,216
+1,407,642
+3% +$25.1M 0.05% 298
2025
Q4 		$857M Buy
49,862,574
+371,322
+0.8% +$6.07M 0.05% 301
2025
Q3 		$800M Buy
49,491,252
+489,365
+1% +$9.99M 0.05% 314
2025
Q2 		$1.02B Buy
49,001,887
+604,953
+1% +$13.8M 0.07% 244
2025
Q1 		$1.16B Buy
48,396,934
+2,328,003
+5% +$51.5M 0.09% 193
2024
Q4 		$981M Buy
46,068,931
+1,391,854
+3% +$31.6M 0.08% 228
2024
Q3 		$1.03B Buy
44,677,077
+399,846
+0.9% +$8.28M 0.08% 213
2024
Q2 		$803M Buy
44,277,231
+10,575,260
+31% +$205M 0.07% 250
2024
Q1 		$721M Buy
33,701,971
+1,017,410
+3% +$20.7M 0.07% 273
2023
Q4 		$702M Sell
32,684,561
-189,065
-0.6% -$3.78M 0.07% 256
2023
Q3 		$659M Buy
+32,873,626
New +$761M 0.08% 242

Other funds holding KVUE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Geode Capital Management increased its Kenvue (KVUE) stake by 1.5% in Q2 2026, buying an estimated $13.2M and bringing the position to 52,021,320 shares worth $990M. The position accounts for 0.05% of the portfolio, ranked #300.

Geode Capital Management first reported a position in KVUE in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.16B in Q1 2025. 1,006 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

  • Geode Capital Management held 52,021,320 shares of Kenvue worth $990M as of Q2 2026.
  • Geode Capital Management bought 751,104 Kenvue shares in Q2 2026, an estimated $13.2M.
  • Kenvue made up 0.05% of Geode Capital Management's portfolio in Q2 2026, its #300 holding.
  • Geode Capital Management first reported a position in Kenvue in Q3 2023 and has held it in 12 quarters since.
  • Geode Capital Management's Kenvue position peaked at $1.16B in Q1 2025.
  • 1,006 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.