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St. Denis J. Villere & Co’s Kenvue KVUE Stock Holding History

St. Denis J. Villere & Co’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 		$12.4M Sell
650,518
-92,620
-12% -$1.63M 1.48% 36
2026
Q1 		$12.8M Sell
743,138
-43,000
-5% -$766K 1.41% 37
2025
Q4 		$13.6M Buy
786,138
+104,598
+15% +$1.71M 1.36% 37
2025
Q3 		$11.1M Buy
+681,540
New +$13.9M 1.06% 37

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

St. Denis J. Villere & Co's KVUE Position: Q2 2026 in Review

St. Denis J. Villere & Co reduced its Kenvue (KVUE) stake by 12% in Q2 2026, selling an estimated $1.63M and leaving 650,518 shares worth $12.4M. The position accounts for 1.48% of the portfolio, ranked #36.

St. Denis J. Villere & Co first reported a position in KVUE in Q3 2025 and has held it in 4 quarters since. The position peaked at $13.6M in Q4 2025. 1,002 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

  • St. Denis J. Villere & Co held 650,518 shares of Kenvue worth $12.4M as of Q2 2026.
  • St. Denis J. Villere & Co sold 92,620 Kenvue shares in Q2 2026, an estimated $1.63M.
  • Kenvue made up 1.48% of St. Denis J. Villere & Co's portfolio in Q2 2026, its #36 holding.
  • St. Denis J. Villere & Co first reported a position in Kenvue in Q3 2025 and has held it in 4 quarters since.
  • St. Denis J. Villere & Co's Kenvue position peaked at $13.6M in Q4 2025.
  • 1,002 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on St. Denis J. Villere & Co's 13F filing for Q2 2026, filed 7 Aug 2026.