Mackenzie Financial’s Kenvue KVUE Stock Holding History

Mackenzie Financial’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 Q2	$14.2M	Buy	742,279 +401,805	+118%	+$7.08M	0.01%	521
2026 Q1	$5.87M	Sell	340,474 -6,313	-2%	-$112K	0.01%	627
2025 Q4	$6M	Buy	346,787 +60,712	+21%	+$993K	0.01%	604
2025 Q3	$4.64M	Buy	286,075 +18,683	+7%	+$381K	0.01%	651
2025 Q2	$5.6M	Buy	267,392 +41,554	+18%	+$945K	0.01%	585
2025 Q1	$5.42M	Sell	225,838 -218,290	-49%	-$4.83M	0.01%	566
2024 Q4	$9.48M	Buy	444,128 +50,279	+13%	+$1.14M	0.01%	480
2024 Q3	$9.11M	Buy	393,849 +8,555	+2%	+$177K	0.01%	461
2024 Q2	$7M	Buy	385,294 +2,907	+0.8%	+$56.3K	0.01%	487
2024 Q1	$8.21M	Sell	382,387 -4,063	-1%	-$82.5K	0.01%	478
2023 Q4	$8.32M	Sell	386,450 -3,099,080	-89%	-$62M	0.01%	461
2023 Q3	$69.7M	Buy	3,485,530 +1,652,060	+90%	+$38.2M	0.12%	155
2023 Q2	$47.7M	Buy	+1,833,470	New	+$47.8M	0.07%	220

Other funds holding KVUE

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Mackenzie Financial's KVUE Position: Q2 2026 in Review

Mackenzie Financial increased its Kenvue (KVUE) stake by 118% in Q2 2026, buying an estimated $7.08M and bringing the position to 742,279 shares worth $14.2M. The position accounts for 0.01% of the portfolio, ranked #521.

Mackenzie Financial first reported a position in KVUE in Q2 2023 and has held it in 13 quarters since. The position peaked at $69.7M in Q3 2023. 1,002 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

Mackenzie Financial held 742,279 shares of Kenvue worth $14.2M as of Q2 2026.
Mackenzie Financial bought 401,805 Kenvue shares in Q2 2026, an estimated $7.08M.
Kenvue made up 0.01% of Mackenzie Financial's portfolio in Q2 2026, its #521 holding.
Mackenzie Financial first reported a position in Kenvue in Q2 2023 and has held it in 13 quarters since.
Mackenzie Financial's Kenvue position peaked at $69.7M in Q3 2023.
1,002 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.