IFP
KVUE icon

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
Q2 		$964M Buy
50,427,994
+1,219,146
+2% +$21.5M 6.32% 5
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

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
Geode Capital Management
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
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

Independent Franchise Partners's KVUE Position: Q2 2026 in Review

Independent Franchise Partners increased its Kenvue (KVUE) stake by 2.5% in Q2 2026, buying an estimated $21.5M and bringing the position to 50,427,994 shares worth $964M. The position accounts for 6.32% of the portfolio, ranked #5.

Independent Franchise Partners first reported a position in KVUE in Q3 2024 and has held it in 8 quarters since. 1,010 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

  • Independent Franchise Partners held 50,427,994 shares of Kenvue worth $964M as of Q2 2026.
  • Independent Franchise Partners bought 1,219,146 Kenvue shares in Q2 2026, an estimated $21.5M.
  • Kenvue made up 6.32% of Independent Franchise Partners's portfolio in Q2 2026, its #5 holding.
  • Independent Franchise Partners first reported a position in Kenvue in Q3 2024 and has held it in 8 quarters since.
  • 1,010 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

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