Violich Capital Management’s Kenvue KVUE Stock Holding History

Violich 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	$625K	Hold	32,686	–	–	0.07%	76
2026 Q1	$564K	Sell	32,686 -1,116	-3%	-$19.9K	0.07%	78
2025 Q4	$583K	Sell	33,802 -88	-0.3%	-$1.44K	0.07%	76
2025 Q3	$550K	Buy	33,890 +3,638	+12%	+$74.3K	0.07%	74
2025 Q2	$633K	Sell	30,252 -5,862	-16%	-$133K	0.09%	67
2025 Q1	$866K	Hold	36,114	–	–	0.12%	66
2024 Q4	$771K	Sell	36,114 -4,415	-11%	-$100K	0.1%	66
2024 Q3	$937K	Hold	40,529	–	–	0.12%	67
2024 Q2	$737K	Sell	40,529 -20,219	-33%	-$392K	0.1%	71
2024 Q1	$1.3M	Buy	60,748 +4,388	+8%	+$89.1K	0.19%	59
2023 Q4	$1.21M	Sell	56,360 -1,848	-3%	-$37K	0.2%	55
2023 Q3	$1.17M	Buy	+58,208	New	+$1.35M	0.2%	59

Other funds holding KVUE

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Violich Capital Management held its Kenvue (KVUE) position steady in Q2 2026 at 32,686 shares worth $625K. The position accounts for 0.07% of the portfolio, ranked #76.

Violich Capital Management first reported a position in KVUE in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.3M in Q1 2024. 353 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

Violich Capital Management held 32,686 shares of Kenvue worth $625K as of Q2 2026.
Violich Capital Management left its Kenvue share count unchanged in Q2 2026.
Kenvue made up 0.07% of Violich Capital Management's portfolio in Q2 2026, its #76 holding.
Violich Capital Management first reported a position in Kenvue in Q3 2023 and has held it in 12 quarters since.
Violich Capital Management's Kenvue position peaked at $1.3M in Q1 2024.
353 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on Violich Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.