Tweedy, Browne Co’s Kenvue KVUE Stock Holding History

Tweedy, Browne 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	$1.39M	Buy	72,949 +32,043	+78%	+$565K	0.11%	76
2026 Q1	$705K	Sell	40,906 -1	-0%	-$18	0.06%	83
2025 Q4	$706K	Sell	40,907 -134	-0.3%	-$2.19K	0.06%	76
2025 Q3	$666K	Sell	41,041 -4,816	-11%	-$98.3K	0.06%	79
2025 Q2	$960K	Sell	45,857 -1,241	-3%	-$28.2K	0.09%	39
2025 Q1	$1.13M	Sell	47,098 -309,698	-87%	-$6.86M	0.1%	38
2024 Q4	$7.62M	Sell	356,796 -26,410	-7%	-$599K	0.51%	25
2024 Q3	$8.86M	Sell	383,206 -7,537	-2%	-$156K	0.42%	28
2024 Q2	$7.1M	Sell	390,743 -19,210	-5%	-$372K	0.33%	30
2024 Q1	$8.8M	Sell	409,953 -13,846	-3%	-$281K	0.41%	29
2023 Q4	$9.12M	Sell	423,799 -23,627	-5%	-$473K	0.45%	30
2023 Q3	$8.98M	Buy	+447,426	New	+$10.4M	0.48%	30

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

Tweedy, Browne Co's KVUE Position: Q2 2026 in Review

Tweedy, Browne Co increased its Kenvue (KVUE) stake by 78% in Q2 2026, buying an estimated $565K and bringing the position to 72,949 shares worth $1.39M. The position accounts for 0.11% of the portfolio, ranked #76.

Tweedy, Browne Co first reported a position in KVUE in Q3 2023 and has held it in 12 quarters since. The position peaked at $9.12M in Q4 2023. 1,008 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

Tweedy, Browne Co held 72,949 shares of Kenvue worth $1.39M as of Q2 2026.
Tweedy, Browne Co bought 32,043 Kenvue shares in Q2 2026, an estimated $565K.
Kenvue made up 0.11% of Tweedy, Browne Co's portfolio in Q2 2026, its #76 holding.
Tweedy, Browne Co first reported a position in Kenvue in Q3 2023 and has held it in 12 quarters since.
Tweedy, Browne Co's Kenvue position peaked at $9.12M in Q4 2023.
1,008 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on Tweedy, Browne Co's 13F filing for Q2 2026, filed 7 Aug 2026.