Skye Global Management’s Kenvue KVUE Stock Holding History

Skye Global 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	$8.71M	Sell	456,000 -336,000	-42%	-$5.92M	0.17%	27
2026 Q1	$13.7M	Sell	792,000 -2,608,000	-77%	-$46.4M	0.27%	31
2025 Q4	$58.6M	Buy	3,400,000 +1,924,000	+130%	+$31.5M	1.08%	17
2025 Q3	$24M	Buy	1,476,000 +422,000	+40%	+$8.61M	0.48%	27
2025 Q2	$22.1M	Buy	1,054,000 +400,000	+61%	+$9.1M	0.38%	29
2025 Q1	$15.7M	Buy	+654,000	New	+$14.5M	0.42%	28
2024 Q1	–	Sell	-31,800	Closed	-$685K	–	33
2023 Q4	$685K	Sell	31,800 -3,840,200	-99%	-$76.9M	0.02%	23
2023 Q3	$77.7M	Buy	3,872,000 +980,000	+34%	+$22.7M	2.25%	9
2023 Q2	$76.4M	Buy	+2,892,000	New	+$75.4M	2.11%	10

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

Skye Global Management's KVUE Position: Q2 2026 in Review

Skye Global Management reduced its Kenvue (KVUE) stake by 42% in Q2 2026, selling an estimated $5.92M and leaving 456,000 shares worth $8.71M. The position accounts for 0.17% of the portfolio, ranked #27.

Skye Global Management first reported a position in KVUE in Q2 2023 and has held it in 9 quarters since. The position peaked at $77.7M in Q3 2023. 1,007 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

Skye Global Management held 456,000 shares of Kenvue worth $8.71M as of Q2 2026.
Skye Global Management sold 336,000 Kenvue shares in Q2 2026, an estimated $5.92M.
Kenvue made up 0.17% of Skye Global Management's portfolio in Q2 2026, its #27 holding.
Skye Global Management first reported a position in Kenvue in Q2 2023 and has held it in 9 quarters since.
Skye Global Management's Kenvue position peaked at $77.7M in Q3 2023.
1,007 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on Skye Global Management's 13F filing for Q2 2026, filed 14 Aug 2026.