Jefferies Financial Group’s Kenvue KVUE Stock Holding History

Jefferies Financial Group’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	–	Sell	-35,000	Closed	-$604K	–	1996
2025 Q4	$604K	Buy	+35,000	New	+$572K	﹤0.01%	1275
2024 Q2	–	Sell	-80,000	Closed	-$1.72M	–	1650
2024 Q1	$1.72M	Sell	80,000 -31,700	-28%	-$644K	0.02%	644
2023 Q4	$2.4M	Sell	111,700 -83,300	-43%	-$1.67M	0.02%	642
2023 Q3	$3.92M	Buy	+195,000	New	+$4.51M	0.04%	408

Other funds holding KVUE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Jefferies Financial Group's KVUE Position: Q1 2026 in Review

Jefferies Financial Group increased its Kenvue (KVUE) stake by 20,356% in Q1 2026, buying an estimated $24.8M and bringing the position to 1,400,000 shares worth $24.1M. The position accounts for 0.17% of the portfolio, ranked #100.

Jefferies Financial Group first reported a position in KVUE in Q3 2023 and has held it in 10 quarters since. 1,012 funds tracked by Wall St. Rank hold KVUE as of Q1 2026.

Jefferies Financial Group held 1,400,000 shares of Kenvue worth $24.1M as of Q1 2026.
Jefferies Financial Group bought 1,393,156 Kenvue shares in Q1 2026, an estimated $24.8M.
Kenvue made up 0.17% of Jefferies Financial Group's portfolio in Q1 2026, its #100 holding.
Jefferies Financial Group first reported a position in Kenvue in Q3 2023 and has held it in 10 quarters since.
1,012 funds tracked by Wall St. Rank held Kenvue as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.