KCM
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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
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

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
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Kanawha Capital Management's KVUE Position: Q1 2026 in Review

Kanawha Capital Management reduced its Kenvue (KVUE) stake by 15% in Q1 2026, selling an estimated $248K and leaving 80,754 shares worth $1.39M. The position accounts for 0.1% of the portfolio, ranked #108.

Kanawha Capital Management first reported a position in KVUE in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.74M in Q1 2024. 1,012 funds tracked by Wall St. Rank hold KVUE as of Q1 2026.

  • Kanawha Capital Management held 80,754 shares of Kenvue worth $1.39M as of Q1 2026.
  • Kanawha Capital Management sold 13,911 Kenvue shares in Q1 2026, an estimated $248K.
  • Kenvue made up 0.1% of Kanawha Capital Management's portfolio in Q1 2026, its #108 holding.
  • Kanawha Capital Management first reported a position in Kenvue in Q3 2023 and has held it in 11 quarters since.
  • Kanawha Capital Management's Kenvue position peaked at $3.74M in Q1 2024.
  • 1,012 funds tracked by Wall St. Rank held Kenvue as of Q1 2026.

Based on Kanawha Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.