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SKBA Capital Management’s Kenvue KVUE Stock Holding History

SKBA 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
2026
Q2 		$12.2M Sell
637,615
-207,500
-25% -$3.66M 2.01% 21
2026
Q1 		$14.6M Hold
845,115
– – 2% 20
2025
Q4 		$14.6M Sell
845,115
-660
-0.1% -$10.8K 2.07% 18
2025
Q3 		$13.7M Buy
845,775
+163,900
+24% +$3.35M 1.9% 22
2025
Q2 		$14.3M Buy
681,875
+19,200
+3% +$437K 2.05% 14
2025
Q1 		$15.9M Buy
662,675
+61,345
+10% +$1.36M 2.36% 8
2024
Q4 		$12.8M Buy
601,330
+36,070
+6% +$818K 2.03% 14
2024
Q3 		$13.1M Buy
565,260
+73,700
+15% +$1.53M 1.94% 19
2024
Q2 		$8.94M Buy
491,560
+48,400
+11% +$938K 1.43% 35
2024
Q1 		$9.51M Buy
443,160
+48,000
+12% +$974K 1.49% 35
2023
Q4 		$8.51M Buy
+395,160
New +$7.91M 1.43% 39

Other funds holding KVUE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
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
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

SKBA Capital Management's KVUE Position: Q2 2026 in Review

SKBA Capital Management reduced its Kenvue (KVUE) stake by 25% in Q2 2026, selling an estimated $3.66M and leaving 637,615 shares worth $12.2M. The position accounts for 2.01% of the portfolio, ranked #21.

SKBA Capital Management first reported a position in KVUE in Q4 2023 and has held it in 11 quarters since. The position peaked at $15.9M in Q1 2025. 1,008 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

  • SKBA Capital Management held 637,615 shares of Kenvue worth $12.2M as of Q2 2026.
  • SKBA Capital Management sold 207,500 Kenvue shares in Q2 2026, an estimated $3.66M.
  • Kenvue made up 2.01% of SKBA Capital Management's portfolio in Q2 2026, its #21 holding.
  • SKBA Capital Management first reported a position in Kenvue in Q4 2023 and has held it in 11 quarters since.
  • SKBA Capital Management's Kenvue position peaked at $15.9M in Q1 2025.
  • 1,008 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on SKBA Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.