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KVUE Kenvue Inc.

Consumer Staples, filed as KENVUE INC (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 2 managers in 2026 Q2, sold by 1

  • 5 Owners
  • Max 11.5%
  • $733M
  • 2 add 1 reduce 1 small

In 2026 Q2 Tweedy, Browne Co. and Lee Ainslie added to Kenvue, while George Soros trimmed.

Who owns this now

Largest portfolio weights among holders, up to 11.5% (Starboard Value). Not free-float ownership.

  1. Starboard Value 11.5%
  2. Don Yacktman Add 1.9%
  3. George Soros Reduce 0.64%
  4. Tweedy, Browne Co. Add 0.11%
  5. Lee Ainslie Add 0.03%

Who owns KVUE

Sorted by value, long equity only, as of 2026 Q2.

History
Starboard Value 11.5% Hold 27,307,632 $522M History
Don Yacktman, Yacktman Asset Management 1.9%, was 1.8% Small add +1.5% 8,051,004 $154M History
George Soros, Soros Fund Management 0.64% Reduce −13.0% 2,746,636 $52M History
Lee Ainslie, Maverick Capital 0.03%, was 0.02% Add +89.1% 173,991 $3.3M History
Tweedy, Browne Co. 0.11%, was 0.06% Add +78.3% 72,949 $1.4M History

5 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by KVUE's executives, directors and 10% owners in the last 12 months, from their Form 4s

All KVUE insider trades
  • $111M bought by 1 insider
  • $747K sold by 2 insiders outside a trading plan
  • None no planned (10b5-1) sales
  1. Heather Howlett CFO
    Sale
    $67K 3,700 shares at $18.11 11% of stake
    Traded Jun 10 Filed Jun 12
    ↗
  2. Matthew Orlando General Counsel
    Sale
    $680K 38,491 shares at $17.66 100% of stake
    Traded May 8 Filed May 12
    ↗
  3. Jeffrey C Smith Director
    Buy
    $111M 6,377,694 shares at $17.40 +31% to stake
    Traded Dec 11–12 Filed Dec 15, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 44 option exercises, 42 share withholdings for taxes, and 5 stock grants.

Congress

8 members of Congress traded KVUE in the last three years: 8 buys and 14 sales. 4 members listed it in 2025 annual reports.

All Congress trades
  1. Gilbert Ray Cisneros, Jr. D-CA-31 Partial sale $1K–$15K Jul 17 filed Sep 4
  2. Kevin Hern R-OK-1Joint Sell $1K–$15K Aug 5 filed Aug 10
  3. Alan Armstrong R-OK Buy $1K–$15K Mar 27 filed Jul 21
  4. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $1K–$15K Jun 16 filed Jul 2
  5. Gilbert Ray Cisneros, Jr. D-CA-31 Sell $1K–$15K Mar 13 filed Apr 7
  6. Kevin Hern R-OK-1Joint Sell $15K–$50K Mar 17 filed Apr 3

SEC filings

Recent issuer filings from EDGAR, 14 shown.

Filed Form Detail Links
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 1.01,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
8-K 5.07 Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G — Filing Doc
8-K 5.02,9.01 Filing Doc
DEF 14A Filing Doc
DEFA14A Filing Doc

Source: SEC EDGAR submissions, updated 3 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $14.95B $15.46B $15.12B
Gross profit $8.28B $8.96B $8.79B
Gross margin * 55.4% 58.0% 58.1%
Net income $2.06B $1.03B $1.47B
Net margin * 13.8% 6.7% 9.7%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $5.88B $5.52B $5.7B
Total non-current assets * $21.44B $20.08B $21.38B
Total assets $27.32B $25.6B $27.08B
Total current liabilities $3.93B $5.74B $5.94B
Total non-current liabilities * $3.42B $10.19B $10.37B
Total equity $19.97B $9.67B $10.76B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $2.52B $1.77B $2.2B
Cash from investing -$390M -$425M -$436M
Cash from financing -$1.58B -$1.56B -$1.84B
Net change in cash $491M -$312M -$8M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.

Further reading

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