YAM
Yacktman Asset Management’s Kenvue KVUE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $171M | Sell |
8,187,172
-83,316
| -1% | -$1.74M | 2.3% | 15 |
|
|
2025
Q1 | $198M | Sell |
8,270,488
-36,184
| -0.4% | -$868K | 2.61% | 15 |
|
|
2024
Q4 | $177M | Sell |
8,306,672
-74,732
| -0.9% | -$1.6M | 2.07% | 19 |
|
|
2024
Q3 | $194M | Buy |
8,381,404
+232,631
| +3% | +$5.38M | 1.99% | 20 |
|
|
2024
Q2 | $148M | Buy |
8,148,773
+1,883,457
| +30% | +$34.2M | 1.39% | 31 |
|
|
2024
Q1 | $134M | Buy |
6,265,316
+855,859
| +16% | +$18.4M | 1.21% | 33 |
|
|
2023
Q4 | $116M | Buy |
5,409,457
+1,635,395
| +43% | +$35.2M | 1.08% | 35 |
|
|
2023
Q3 | $75.8M | Buy |
+3,774,062
| New | +$75.8M | 0.75% | 40 |
|