Levin Capital Strategies’s Kenvue KVUE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-15,000
Closed -$259K 245
2025
Q4
$259K Buy
+15,000
New +$245K 0.02% 168

Other funds holding KVUE

Levin Capital Strategies's KVUE Position: Q2 2026 in Review

Levin Capital Strategies reduced its Kenvue (KVUE) stake by 12% in Q2 2026, selling an estimated $425K and leaving 171,931 shares worth $3.29M. The position accounts for 0.22% of the portfolio, ranked #90.

Levin Capital Strategies first reported a position in KVUE in Q3 2023 and has held it in 8 quarters since. The position peaked at $3.38M in Q1 2026. 514 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

  • Levin Capital Strategies held 171,931 shares of Kenvue worth $3.29M as of Q2 2026.
  • Levin Capital Strategies sold 24,105 Kenvue shares in Q2 2026, an estimated $425K.
  • Kenvue made up 0.22% of Levin Capital Strategies's portfolio in Q2 2026, its #90 holding.
  • Levin Capital Strategies first reported a position in Kenvue in Q3 2023 and has held it in 8 quarters since.
  • Levin Capital Strategies's Kenvue position peaked at $3.38M in Q1 2026.
  • 514 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on Levin Capital Strategies's 13F filing for Q2 2026, filed 31 Jul 2026.