moatshark My

All holdings

Kenvue

KVUE

Source: the SEC Form 13F filings of the managers we follow, latest for Q3 2026. How we use them

Managers holding
3
In their latest 13F (Q3 2026)
See who
Value held
$170m
Combined value at quarter end
Last quarter
2 bought
1 sold or trimmed
Fund portfolios
2
Funds holding it
See which
Price at Q2 ’26 end
$19.11
+10.8% in the quarter

Prices here are quarter-end prices implied by the 13F filings. Today’s price on Yahoo Finance

Share price change by quarter

+27.2%Q3 ’24
-7.7%Q4 ’24
+12.3%Q1 ’25
-12.7%Q2 ’25
-22.5%Q3 ’25
+6.3%Q4 ’25
-0.1%Q1 ’26
+10.8%Q2 ’26
Q3 ’24: +27.2%; Q4 ’24: -7.7%; Q1 ’25: +12.3%; Q2 ’25: -12.7%; Q3 ’25: -22.5%; Q4 ’25: +6.3%; Q1 ’26: -0.1%; Q2 ’26: +10.8%

Change in the quarter-end price implied by managers’ 13F filings, adjusted for stock splits. Excludes dividends.

Managers holding it, by quarter

5Q4 ’23
6Q1 ’24
5Q2 ’24
6Q3 ’24
5Q4 ’24
5Q1 ’25
5Q2 ’25
3Q3 ’25
3Q4 ’25
3Q1 ’26
3Q2 ’26
0Q3 ’26
Q4 ’23: 5; Q1 ’24: 6; Q2 ’24: 5; Q3 ’24: 6; Q4 ’24: 5; Q1 ’25: 5; Q2 ’25: 5; Q3 ’25: 3; Q4 ’25: 3; Q1 ’26: 3; Q2 ’26: 3; Q3 ’26: 0

Counts the managers on this site whose 13F for that quarter includes Kenvue.

Who holds it

Each manager’s latest 13F, sorted by how much of their portfolio it is. Changes are against their previous quarter.

Managers holding Kenvue
Yacktman Asset Management1.9%$154m$154mAdded +1.5%12 qtrs
Troy Asset Management0.4%$14.3m$14.3mTrimmed -7.4%12 qtrs
Tweedy, Browne0.1%$1.4m$1.4mAdded +78%12 qtrs

Download the holders: CSV · JSON · Markdown

About the company

Sector
Materials · Perfumes, Cosmetics & Other Toilet Preparations
Incorporated in
Delaware
Financial year ends
3 January
Shares outstanding
1.92bn at 31 Jul 2026
SEC filings
Annual reports and other filings on EDGAR

Revenue and profit

$15bn2021
$15bn2022
$15bn2023
$15bn2024
$15bn2025
2021: $15bn; 2022: $15bn; 2023: $15bn; 2024: $15bn; 2025: $15bn
Kenvue revenue and net income by year
YearRevenueNet income
2025$15bn$1.5bn
2024$15bn$1.0bn
2023$15bn$1.7bn
2022$15bn$2.1bn
2021$15bn$2.1bn

From the company’s XBRL financial statements filed with the SEC, for each financial year. Gaps mean the company didn’t report that figure in a standard form.

In fund portfolios

US-registered funds run by these managers that hold Kenvue, from their latest N-PORT filings.

Funds holding Kenvue
AMG Yacktman FundYacktman Asset Management1.3%$95.5m30 Jun 2026
AMG Yacktman Focused FundYacktman Asset Management1.1%$35.4m30 Jun 2026