Meridian Investment Counsel’s Kenvue KVUE Stock Holding History

Meridian Investment Counsel’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	$222K	Sell	11,643 -1,400	-11%	-$24.7K	0.05%	234
2026 Q1	$225K	Hold	13,043	–	–	0.05%	222
2025 Q4	$225K	Sell	13,043 -828	-6%	-$13.5K	0.05%	223
2025 Q3	$225K	Sell	13,871 -45,788	-77%	-$935K	0.06%	219
2025 Q2	$1.25M	Sell	59,659 -8,958	-13%	-$204K	0.34%	86
2025 Q1	$1.65M	Sell	68,617 -3,035	-4%	-$67.2K	0.48%	70
2024 Q4	$1.53M	Sell	71,652 -694	-1%	-$15.7K	0.46%	67
2024 Q3	$1.67M	Sell	72,346 -7,730	-10%	-$160K	0.51%	63
2024 Q2	$1.46M	Sell	80,076 -253	-0.3%	-$4.9K	0.46%	67
2024 Q1	$1.72M	Sell	80,329 -1,191	-1%	-$24.2K	0.57%	55
2023 Q4	$1.76M	Buy	81,520 +4,184	+5%	+$83.7K	0.6%	51
2023 Q3	$1.55M	Buy	+77,336	New	+$1.79M	0.58%	53

Other funds holding KVUE

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

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

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

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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 New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Meridian Investment Counsel's KVUE Position: Q2 2026 in Review

Meridian Investment Counsel reduced its Kenvue (KVUE) stake by 11% in Q2 2026, selling an estimated $24.7K and leaving 11,643 shares worth $222K. The position accounts for 0.05% of the portfolio, ranked #234.

Meridian Investment Counsel first reported a position in KVUE in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.76M in Q4 2023. 514 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

Meridian Investment Counsel held 11,643 shares of Kenvue worth $222K as of Q2 2026.
Meridian Investment Counsel sold 1,400 Kenvue shares in Q2 2026, an estimated $24.7K.
Kenvue made up 0.05% of Meridian Investment Counsel's portfolio in Q2 2026, its #234 holding.
Meridian Investment Counsel first reported a position in Kenvue in Q3 2023 and has held it in 12 quarters since.
Meridian Investment Counsel's Kenvue position peaked at $1.76M in Q4 2023.
514 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on Meridian Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.