White Pine Capital’s Kenvue KVUE Stock Holding History

White Pine Capital’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	$415K	Sell	21,709 -1,372	-6%	-$24.2K	0.1%	186
2026 Q1	$398K	Hold	23,081	–	–	0.11%	183
2025 Q4	$398K	Sell	23,081 -35,182	-60%	-$575K	0.11%	175
2025 Q3	$946K	Buy	58,263 +4,847	+9%	+$98.9K	0.27%	104
2025 Q2	$1.12M	Sell	53,416 -1,214	-2%	-$27.6K	0.35%	77
2025 Q1	$1.31M	Buy	54,630 +58	+0.1%	+$1.28K	0.45%	70
2024 Q4	$1.17M	Buy	54,572 +542	+1%	+$12.3K	0.39%	74
2024 Q3	$1.25M	Sell	54,030 -505	-0.9%	-$10.5K	0.43%	70
2024 Q2	$991K	Sell	54,535 -934	-2%	-$18.1K	0.38%	75
2024 Q1	$1.04M	Buy	55,469 +85	+0.2%	+$1.73K	0.4%	81
2023 Q4	$1.19M	Sell	55,384 -1,723	-3%	-$34.5K	0.46%	70
2023 Q3	$1.15M	Buy	+57,107	New	+$1.32M	0.46%	73

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

White Pine Capital's KVUE Position: Q2 2026 in Review

White Pine Capital reduced its Kenvue (KVUE) stake by 5.9% in Q2 2026, selling an estimated $24.2K and leaving 21,709 shares worth $415K. The position accounts for 0.1% of the portfolio, ranked #186.

White Pine Capital first reported a position in KVUE in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.31M in Q1 2025. 1,008 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

White Pine Capital held 21,709 shares of Kenvue worth $415K as of Q2 2026.
White Pine Capital sold 1,372 Kenvue shares in Q2 2026, an estimated $24.2K.
Kenvue made up 0.1% of White Pine Capital's portfolio in Q2 2026, its #186 holding.
White Pine Capital first reported a position in Kenvue in Q3 2023 and has held it in 12 quarters since.
White Pine Capital's Kenvue position peaked at $1.31M in Q1 2025.
1,008 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on White Pine Capital's 13F filing for Q2 2026, filed 5 Aug 2026.