Grantham, Mayo, Van Otterloo & Co (GMO)’s Kenvue KVUE Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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	$37.5M	Buy	1,963,208 +300,947	+18%	+$5.3M	0.08%	102
2026 Q1	$28.7M	Buy	1,662,261 +4,227	+0.3%	+$75.3K	0.07%	133
2025 Q4	$28.6M	Buy	1,658,034 +1,508,024	+1,005%	+$24.7M	0.07%	121
2025 Q3	$2.43M	Buy	150,010 +116,021	+341%	+$2.37M	0.01%	357
2025 Q2	$711K	Buy	+33,989	New	+$773K	﹤0.01%	508
2023 Q4	–	Sell	-306,690	Closed	-$6.16M	–	546
2023 Q3	$6.16M	Buy	+306,690	New	+$7.1M	0.03%	304

Other funds holding KVUE

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 Oslo, Norway $1T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO)'s KVUE Position: Q2 2026 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) increased its Kenvue (KVUE) stake by 18% in Q2 2026, buying an estimated $5.3M and bringing the position to 1,963,208 shares worth $37.5M. The position accounts for 0.08% of the portfolio, ranked #102.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in KVUE in Q3 2023 and has held it in 6 quarters since. 1,008 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

Grantham, Mayo, Van Otterloo & Co (GMO) held 1,963,208 shares of Kenvue worth $37.5M as of Q2 2026.
Grantham, Mayo, Van Otterloo & Co (GMO) bought 300,947 Kenvue shares in Q2 2026, an estimated $5.3M.
Kenvue made up 0.08% of Grantham, Mayo, Van Otterloo & Co (GMO)'s portfolio in Q2 2026, its #102 holding.
Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in Kenvue in Q3 2023 and has held it in 6 quarters since.
1,008 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q2 2026, filed 13 Aug 2026.