Kanawha Capital Management’s Kenvue KVUE Stock Holding History

Kanawha Capital 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
2026 Q2	$1.46M	Sell	76,275 -4,479	-6%	-$78.9K	0.09%	110
2026 Q1	$1.39M	Sell	80,754 -13,911	-15%	-$248K	0.1%	108
2025 Q4	$1.63M	Sell	94,665 -6,973	-7%	-$114K	0.11%	100
2025 Q3	$1.65M	Sell	101,638 -8,394	-8%	-$171K	0.11%	96
2025 Q2	$2.3M	Sell	110,032 -7,179	-6%	-$163K	0.17%	85
2025 Q1	$2.81M	Sell	117,211 -5,444	-4%	-$121K	0.22%	81
2024 Q4	$2.62M	Sell	122,655 -4,328	-3%	-$98.1K	0.21%	81
2024 Q3	$2.94M	Sell	126,983 -24,865	-16%	-$515K	0.21%	83
2024 Q2	$2.76M	Sell	151,848 -22,523	-13%	-$436K	0.22%	85
2024 Q1	$3.74M	Buy	174,371 +3,074	+2%	+$62.4K	0.3%	72
2023 Q4	$3.69M	Buy	171,297 +11,401	+7%	+$228K	0.34%	68
2023 Q3	$3.21M	Buy	+159,896	New	+$3.7M	0.31%	71

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

Kanawha Capital Management's KVUE Position: Q2 2026 in Review

Kanawha Capital Management reduced its Kenvue (KVUE) stake by 5.5% in Q2 2026, selling an estimated $78.9K and leaving 76,275 shares worth $1.46M. The position accounts for 0.09% of the portfolio, ranked #110.

Kanawha Capital Management first reported a position in KVUE in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.74M in Q1 2024. 1,010 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

Kanawha Capital Management held 76,275 shares of Kenvue worth $1.46M as of Q2 2026.
Kanawha Capital Management sold 4,479 Kenvue shares in Q2 2026, an estimated $78.9K.
Kenvue made up 0.09% of Kanawha Capital Management's portfolio in Q2 2026, its #110 holding.
Kanawha Capital Management first reported a position in Kenvue in Q3 2023 and has held it in 12 quarters since.
Kanawha Capital Management's Kenvue position peaked at $3.74M in Q1 2024.
1,010 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on Kanawha Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.