ZIG
KVUE icon

Zuckerman Investment Group’s Kenvue KVUE Stock Holding History

Zuckerman Investment Group’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
Q1 		$247K Sell
14,317
-921,774
-98% -$16.4M 0.02% 122
2025
Q4 		$16.1M Sell
936,091
-444,175
-32% -$7.26M 1.44% 27
2025
Q3 		$22.4M Buy
1,380,266
+425,305
+45% +$8.68M 2.07% 17
2025
Q2 		$20M Sell
954,961
-136,080
-12% -$3.1M 1.94% 23
2025
Q1 		$26.2M Sell
1,091,041
-31,020
-3% -$687K 2.8% 5
2024
Q4 		$23.8M Buy
1,122,061
+176,632
+19% +$4M 2.29% 16
2024
Q3 		$21.9M Buy
945,429
+7,519
+0.8% +$156K 2.25% 17
2024
Q2 		$17.1M Buy
937,910
+24,302
+3% +$471K 1.97% 16
2024
Q1 		$19.6M Buy
913,608
+375,976
+70% +$7.63M 2.22% 14
2023
Q4 		$11.6M Buy
537,632
+207,044
+63% +$4.14M 1.49% 29
2023
Q3 		$6.64M Buy
+330,588
New +$7.65M 0.95% 36

Other funds holding KVUE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Zuckerman Investment Group's KVUE Position: Q1 2026 in Review

Zuckerman Investment Group reduced its Kenvue (KVUE) stake by 98% in Q1 2026, selling an estimated $16.4M and leaving 14,317 shares worth $247K. The position accounts for 0.02% of the portfolio, ranked #122.

Zuckerman Investment Group first reported a position in KVUE in Q3 2023 and has held it in 11 quarters since. The position peaked at $26.2M in Q1 2025. 1,012 funds tracked by Wall St. Rank hold KVUE as of Q1 2026.

  • Zuckerman Investment Group held 14,317 shares of Kenvue worth $247K as of Q1 2026.
  • Zuckerman Investment Group sold 921,774 Kenvue shares in Q1 2026, an estimated $16.4M.
  • Kenvue made up 0.02% of Zuckerman Investment Group's portfolio in Q1 2026, its #122 holding.
  • Zuckerman Investment Group first reported a position in Kenvue in Q3 2023 and has held it in 11 quarters since.
  • Zuckerman Investment Group's Kenvue position peaked at $26.2M in Q1 2025.
  • 1,012 funds tracked by Wall St. Rank held Kenvue as of Q1 2026.

Based on Zuckerman Investment Group's 13F filing for Q1 2026, filed 15 May 2026.