Kornitzer Capital Management’s Kenvue KVUE Stock Holding History

Kornitzer 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	–	Sell	-36,440	Closed	-$629K	–	527
2025 Q4	$629K	Sell	36,440 -440	-1%	-$7.19K	0.01%	456
2025 Q3	$599K	Sell	36,880 -40,095	-52%	-$818K	0.01%	449
2025 Q2	$1.61M	Sell	76,975 -670	-0.9%	-$15.2K	0.03%	339
2025 Q1	$1.86M	Sell	77,645 -9,075	-10%	-$201K	0.04%	317
2024 Q4	$1.85M	Buy	86,720 +4,385	+5%	+$99.4K	0.04%	336
2024 Q3	$1.9M	Buy	82,335 +250	+0.3%	+$5.18K	0.04%	330
2024 Q2	$1.49M	Sell	82,085 -469,130	-85%	-$9.09M	0.03%	361
2024 Q1	$11.8M	Buy	551,215 +198,410	+56%	+$4.03M	0.22%	142
2023 Q4	$7.6M	Sell	352,805 -109,195	-24%	-$2.19M	0.15%	215
2023 Q3	$9.28M	Buy	+462,000	New	+$10.7M	0.19%	171

Other funds holding KVUE

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $315B AUM 27.84% 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

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

Kornitzer Capital Management sold out of Kenvue (KVUE) in Q1 2026, closing a stake of 36,440 shares — an estimated $629K sold.

Kornitzer Capital Management first reported a position in KVUE in Q3 2023 and held it in 10 quarters. The position peaked at $11.8M in Q1 2024. 1,016 funds tracked by Wall St. Rank hold KVUE as of Q1 2026.

Kornitzer Capital Management reported no remaining Kenvue position as of Q1 2026 after selling out during the quarter.
Kornitzer Capital Management sold 36,440 Kenvue shares in Q1 2026, an estimated $629K.
Kornitzer Capital Management first reported a position in Kenvue in Q3 2023 and held it in 10 quarters.
Kornitzer Capital Management's Kenvue position peaked at $11.8M in Q1 2024.
1,016 funds tracked by Wall St. Rank held Kenvue as of Q1 2026.

Based on Kornitzer Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.