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Mayar Capital’s Kenvue KVUE Stock Holding History

Mayar Capital’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 		$12.9M Sell
676,116
-50,600
-7% -$892K 14.49% 1
2026
Q1 		$12.5M Hold
726,716
– – 14.94% 1
2025
Q4 		$12.5M Buy
726,716
+262,000
+56% +$4.28M 17.02% 1
2025
Q3 		$7.54M Buy
464,716
+224,900
+94% +$4.59M 11.8% 5
2025
Q2 		$5.02M Sell
239,816
-33,000
-12% -$751K 9.22% 5
2025
Q1 		$6.54M Buy
272,816
+7,000
+3% +$155K 11.59% 4
2024
Q4 		$5.68M Sell
265,816
-35,338
-12% -$801K 7.43% 6
2024
Q3 		$6.97M Sell
301,154
-14,500
-5% -$300K 6.77% 8
2024
Q2 		$5.74M Sell
315,654
-7,085
-2% -$137K 5.33% 8
2024
Q1 		$6.93M Sell
322,739
-51,180
-14% -$1.04M 5.92% 8
2023
Q4 		$8.05M Buy
373,919
+130,536
+54% +$2.61M 6.54% 8
2023
Q3 		$4.89M Buy
+243,383
New +$5.63M 4.17% 11

Other funds holding KVUE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Mayar Capital's KVUE Position: Q2 2026 in Review

Mayar Capital reduced its Kenvue (KVUE) stake by 7% in Q2 2026, selling an estimated $892K and leaving 676,116 shares worth $12.9M. The position accounts for 14.49% of the portfolio, ranked #1.

Mayar Capital first reported a position in KVUE in Q3 2023 and has held it in 12 quarters since. 514 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

  • Mayar Capital held 676,116 shares of Kenvue worth $12.9M as of Q2 2026.
  • Mayar Capital sold 50,600 Kenvue shares in Q2 2026, an estimated $892K.
  • Kenvue made up 14.49% of Mayar Capital's portfolio in Q2 2026, its #1 holding.
  • Mayar Capital first reported a position in Kenvue in Q3 2023 and has held it in 12 quarters since.
  • 514 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on Mayar Capital's 13F filing for Q2 2026, filed 22 Jul 2026.