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Independent Franchise Partners’s Kenvue KVUE Stock Holding History

Independent Franchise 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
Q1 		$848M Buy
49,208,848
+1,062,372
+2% +$18.9M 5.94% 4
2025
Q4 		$831M Buy
48,146,476
+17,343,785
+56% +$284M 5.28% 4
2025
Q3 		$500M Sell
30,802,691
-462,883
-1% -$9.45M 3.3% 17
2025
Q2 		$654M Buy
31,265,574
+21,886,537
+233% +$498M 4.35% 11
2025
Q1 		$225M Buy
9,379,037
+5,761,288
+159% +$128M 1.6% 21
2024
Q4 		$77.2M Sell
3,617,749
-246,013
-6% -$5.58M 0.58% 24
2024
Q3 		$89.4M Buy
+3,863,762
New +$80.1M 0.79% 23

Other funds holding KVUE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

Independent Franchise Partners's KVUE Position: Q1 2026 in Review

Independent Franchise Partners increased its Kenvue (KVUE) stake by 2.2% in Q1 2026, buying an estimated $18.9M and bringing the position to 49,208,848 shares worth $848M. The position accounts for 5.94% of the portfolio, ranked #4.

Independent Franchise Partners first reported a position in KVUE in Q3 2024 and has held it in 7 quarters since. 1,013 funds tracked by Wall St. Rank hold KVUE as of Q1 2026.

  • Independent Franchise Partners held 49,208,848 shares of Kenvue worth $848M as of Q1 2026.
  • Independent Franchise Partners bought 1,062,372 Kenvue shares in Q1 2026, an estimated $18.9M.
  • Kenvue made up 5.94% of Independent Franchise Partners's portfolio in Q1 2026, its #4 holding.
  • Independent Franchise Partners first reported a position in Kenvue in Q3 2024 and has held it in 7 quarters since.
  • 1,013 funds tracked by Wall St. Rank held Kenvue as of Q1 2026.

Based on Independent Franchise Partners's 13F filing for Q1 2026, filed 14 May 2026.