Holowesko Partners’s Kenvue KVUE Stock Holding History

Holowesko Partners’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	$11.6M	Hold	607,000	–	–	2.94%	13
2026 Q1	$10.5M	Buy	607,000 +249,000	+70%	+$4.43M	2.93%	14
2025 Q4	$6.18M	Buy	+358,000	New	+$5.85M	2.15%	15

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

Holowesko Partners's KVUE Position: Q2 2026 in Review

Holowesko Partners held its Kenvue (KVUE) position steady in Q2 2026 at 607,000 shares worth $11.6M. The position accounts for 2.94% of the portfolio, ranked #13.

Holowesko Partners first reported a position in KVUE in Q4 2025 and has held it in 3 quarters since. 1,006 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

Holowesko Partners held 607,000 shares of Kenvue worth $11.6M as of Q2 2026.
Holowesko Partners left its Kenvue share count unchanged in Q2 2026.
Kenvue made up 2.94% of Holowesko Partners's portfolio in Q2 2026, its #13 holding.
Holowesko Partners first reported a position in Kenvue in Q4 2025 and has held it in 3 quarters since.
1,006 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on Holowesko Partners's 13F filing for Q2 2026, filed 13 Aug 2026.