Yacktman Asset Management’s Kenvue KVUE Stock Holding History

Yacktman Asset Management's KVUE Position: Q2 2026 in Review

Yacktman Asset Management increased its Kenvue (KVUE) stake by 1.5% in Q2 2026, buying an estimated $2.09M and bringing the position to 8,051,004 shares worth $154M. The position accounts for 1.9% of the portfolio, ranked #18.

Yacktman Asset Management first reported a position in KVUE in Q3 2023 and has held it in 12 quarters since. The position peaked at $198M in Q1 2025. 1,002 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

• Yacktman Asset Management held 8,051,004 shares of Kenvue worth $154M as of Q2 2026.
• Yacktman Asset Management bought 118,545 Kenvue shares in Q2 2026, an estimated $2.09M.
• Kenvue made up 1.9% of Yacktman Asset Management's portfolio in Q2 2026, its #18 holding.
• Yacktman Asset Management first reported a position in Kenvue in Q3 2023 and has held it in 12 quarters since.
• Yacktman Asset Management's Kenvue position peaked at $198M in Q1 2025.
• 1,002 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on Yacktman Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.