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Poehling Capital Management’s Kenvue KVUE Stock Holding History

Poehling 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
2025
Q2 		– Sell
-91,792
Closed -$2.2M – 139
2025
Q1 		$2.2M Sell
91,792
-9,682
-10% -$214K 0.56% 55
2024
Q4 		$2.17M Sell
101,474
-19
-0% -$431 0.53% 53
2024
Q3 		$2.35M Sell
101,493
-3,441
-3% -$71.3K 0.6% 52
2024
Q2 		$1.91M Buy
104,934
+547
+0.5% +$10.6K 0.52% 57
2024
Q1 		$2.24M Buy
104,387
+5,990
+6% +$122K 0.6% 52
2023
Q4 		$2.12M Buy
98,397
+11,217
+13% +$224K 0.67% 51
2023
Q3 		$1.75M Buy
+87,180
New +$2.02M 0.61% 51

Other funds holding KVUE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Poehling Capital Management's KVUE Position: Q2 2025 in Review

Poehling Capital Management sold out of Kenvue (KVUE) in Q2 2025, closing a stake of 91,792 shares — an estimated $2.2M sold.

Poehling Capital Management first reported a position in KVUE in Q3 2023 and held it in 7 quarters. The position peaked at $2.35M in Q3 2024. 1,106 funds tracked by Wall St. Rank hold KVUE as of Q2 2025.

  • Poehling Capital Management reported no remaining Kenvue position as of Q2 2025 after selling out during the quarter.
  • Poehling Capital Management sold 91,792 Kenvue shares in Q2 2025, an estimated $2.2M.
  • Poehling Capital Management first reported a position in Kenvue in Q3 2023 and held it in 7 quarters.
  • Poehling Capital Management's Kenvue position peaked at $2.35M in Q3 2024.
  • 1,106 funds tracked by Wall St. Rank held Kenvue as of Q2 2025.

Based on Poehling Capital Management's 13F filing for Q2 2025, filed 11 Aug 2025.