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 Q2	–	Sell	-14,317	Closed	-$247K	–	145
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

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

Zuckerman Investment Group's KVUE Position: Q2 2026 in Review

Zuckerman Investment Group sold out of Kenvue (KVUE) in Q2 2026, closing a stake of 14,317 shares — an estimated $247K sold.

Zuckerman Investment Group first reported a position in KVUE in Q3 2023 and held it in 11 quarters. The position peaked at $26.2M in Q1 2025. 1,008 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

Zuckerman Investment Group reported no remaining Kenvue position as of Q2 2026 after selling out during the quarter.
Zuckerman Investment Group sold 14,317 Kenvue shares in Q2 2026, an estimated $247K.
Zuckerman Investment Group first reported a position in Kenvue in Q3 2023 and held it in 11 quarters.
Zuckerman Investment Group's Kenvue position peaked at $26.2M in Q1 2025.
1,008 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on Zuckerman Investment Group's 13F filing for Q2 2026, filed 14 Aug 2026.