Kennon-Green & Company’s Kenvue KVUE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$3.35M Sell
189,922
-16,079
-8% -$303K 2.57% 16
2026
Q2
$3.94M Sell
206,001
-6,290
-3% -$111K 3.07% 13
2026
Q1
$3.66M Sell
212,291
-11,445
-5% -$204K 3% 12
2025
Q4
$3.86M Buy
223,736
+1,787
+0.8% +$29.2K 3.07% 14
2025
Q3
$3.6M Buy
221,949
+9,305
+4% +$190K 2.8% 12
2025
Q2
$4.46M Buy
212,644
+2,496
+1% +$56.8K 3.57% 11
2025
Q1
$5.04M Buy
210,148
+38,613
+23% +$855K 4.11% 9
2024
Q4
$3.66M Buy
171,535
+1,513
+0.9% +$34.3K 3.16% 11
2024
Q3
$3.93M Buy
170,022
+10,916
+7% +$226K 3.27% 10
2024
Q2
$2.89M Buy
159,106
+93,008
+141% +$1.8M 2.66% 14
2024
Q1
$1.42M Buy
66,098
+30,660
+87% +$622K 1.32% 28
2023
Q4
$763K Buy
35,438
+17,753
+100% +$355K 0.78% 34
2023
Q3
$355K Buy
+17,685
New +$409K 0.35% 38

Other funds holding KVUE

Kennon-Green & Company's KVUE Position: Q3 2026 in Review

Kennon-Green & Company reduced its Kenvue (KVUE) stake by 7.8% in Q3 2026, selling an estimated $303K and leaving 189,922 shares worth $3.35M. The position accounts for 2.57% of the portfolio, ranked #16.

Kennon-Green & Company first reported a position in KVUE in Q3 2023 and has held it in 13 quarters since. The position peaked at $5.04M in Q1 2025. 11 funds tracked by Wall St. Rank hold KVUE as of Q3 2026.

  • Kennon-Green & Company held 189,922 shares of Kenvue worth $3.35M as of Q3 2026.
  • Kennon-Green & Company sold 16,079 Kenvue shares in Q3 2026, an estimated $303K.
  • Kenvue made up 2.57% of Kennon-Green & Company's portfolio in Q3 2026, its #16 holding.
  • Kennon-Green & Company first reported a position in Kenvue in Q3 2023 and has held it in 13 quarters since.
  • Kennon-Green & Company's Kenvue position peaked at $5.04M in Q1 2025.
  • 11 funds tracked by Wall St. Rank held Kenvue as of Q3 2026.

Based on Kennon-Green & Company's 13F filing for Q3 2026, filed 5 Oct 2026.