Hayek Kallen Investment Management’s Kenvue KVUE Stock Holding History

Hayek Kallen Investment 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 Q4	–	Sell	-23,800	Closed	-$386K	–	136
2025 Q3	$386K	Sell	23,800 -9,110	-28%	-$186K	0.12%	75
2025 Q2	$689K	Buy	32,910 +2,610	+9%	+$59.4K	0.23%	62
2025 Q1	$727K	Sell	30,300 -805	-3%	-$17.8K	0.27%	55
2024 Q4	$664K	Sell	31,105 -2,145	-6%	-$48.6K	0.24%	57
2024 Q3	$769K	Sell	33,250 -950	-3%	-$19.7K	0.27%	54
2024 Q2	$622K	Buy	34,200 +100	+0.3%	+$1.94K	0.23%	59
2024 Q1	$732K	Sell	34,100 -2,975	-8%	-$60.4K	0.28%	57
2023 Q4	$798K	Buy	37,075 +8,875	+31%	+$178K	0.33%	53
2023 Q3	$566K	Buy	28,200 +11,250	+66%	+$260K	0.25%	58
2023 Q2	$448K	Buy	+16,950	New	+$442K	0.19%	62

Other funds holding KVUE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

PCM

Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Hayek Kallen Investment Management's KVUE Position: Q4 2025 in Review

Hayek Kallen Investment Management sold out of Kenvue (KVUE) in Q4 2025, closing a stake of 23,800 shares — an estimated $386K sold.

Hayek Kallen Investment Management first reported a position in KVUE in Q2 2023 and held it in 10 quarters. The position peaked at $798K in Q4 2023. 1,047 funds tracked by Wall St. Rank hold KVUE as of Q4 2025.

Hayek Kallen Investment Management reported no remaining Kenvue position as of Q4 2025 after selling out during the quarter.
Hayek Kallen Investment Management sold 23,800 Kenvue shares in Q4 2025, an estimated $386K.
Hayek Kallen Investment Management first reported a position in Kenvue in Q2 2023 and held it in 10 quarters.
Hayek Kallen Investment Management's Kenvue position peaked at $798K in Q4 2023.
1,047 funds tracked by Wall St. Rank held Kenvue as of Q4 2025.

Based on Hayek Kallen Investment Management's 13F filing for Q4 2025, filed 4 Mar 2026.