VarCov Co’s Kenvue KVUE Stock Holding History

VarCov 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	–	Sell	-15,132	Closed	-$261K	–	472
2026 Q1	$261K	Buy	+15,132	New	+$269K	0.1%	313

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

VarCov Co's KVUE Position: Q2 2026 in Review

VarCov Co sold out of Kenvue (KVUE) in Q2 2026, closing a stake of 15,132 shares — an estimated $261K sold.

VarCov Co first reported a position in KVUE in Q1 2026 and held it in 1 quarter. The position peaked at $261K in Q1 2026. 1,002 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

VarCov Co reported no remaining Kenvue position as of Q2 2026 after selling out during the quarter.
VarCov Co sold 15,132 Kenvue shares in Q2 2026, an estimated $261K.
VarCov Co first reported a position in Kenvue in Q1 2026 and held it in 1 quarter.
VarCov Co's Kenvue position peaked at $261K in Q1 2026.
1,002 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on VarCov Co's 13F filing for Q2 2026, filed 14 Aug 2026.