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Kennon-Green & Company’s Novartis NVS Stock Holding History

Kennon-Green & Company’s Portfolio NVS Stock Details NVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.06M Sell
7,412
-40
-0.5% -$6.07K 0.81% 27
2026
Q2 		$1.17M Sell
7,452
-5
-0.1% -$750 0.91% 27
2026
Q1 		$1.14M Sell
7,457
-50
-0.7% -$7.66K 0.93% 27
2025
Q4 		$1.03M Sell
7,507
-339
-4% -$44.4K 0.82% 30
2025
Q3 		$1.01M Hold
7,846
– – 0.78% 29
2025
Q2 		$966K Sell
7,846
-270
-3% -$30.4K 0.77% 31
2025
Q1 		$905K Sell
8,116
-75
-0.9% -$7.98K 0.74% 32
2024
Q4 		$797K Sell
8,191
-197
-2% -$21K 0.69% 35
2024
Q3 		$965K Buy
8,388
+10
+0.1% +$1.14K 0.8% 34
2024
Q2 		$892K Sell
8,378
-583
-7% -$58.5K 0.82% 33
2024
Q1 		$867K Sell
8,961
-685
-7% -$70.2K 0.81% 34
2023
Q4 		$974K Sell
9,646
-1,255
-12% -$121K 0.99% 30
2023
Q3 		$1.11M Sell
10,901
-265
-2% -$26.9K 1.1% 28
2023
Q2 		$1.13M Sell
11,166
-172
-2% -$17.2K 1.05% 29
2023
Q1 		$1.04M Sell
11,338
-300
-3% -$26.2K 0.99% 29
2022
Q4 		$1.06M Buy
+11,638
New +$980K 1.05% 27

Other funds holding NVS

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

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

Kennon-Green & Company reduced its Novartis (NVS) stake by 0.54% in Q3 2026, selling an estimated $6.07K and leaving 7,412 shares worth $1.06M. The position accounts for 0.81% of the portfolio, ranked #27.

Kennon-Green & Company first reported a position in NVS in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.17M in Q2 2026. 20 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

  • Kennon-Green & Company held 7,412 shares of Novartis worth $1.06M as of Q3 2026.
  • Kennon-Green & Company sold 40 Novartis shares in Q3 2026, an estimated $6.07K.
  • Novartis made up 0.81% of Kennon-Green & Company's portfolio in Q3 2026, its #27 holding.
  • Kennon-Green & Company first reported a position in Novartis in Q4 2022 and has held it in 16 quarters since.
  • Kennon-Green & Company's Novartis position peaked at $1.17M in Q2 2026.
  • 20 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

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