KVUE position history
The shares of Kenvue (KVUE) that YACKTMAN ASSET MANAGEMENT LP reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2023 Q3: 3,774,062 shares, $76M, 0.75% of portfolio, New
- 2023 Q4: 5,409,457 shares, $116M, 1.1% of portfolio, Add +43.3%
- 2024 Q1: 6,265,316 shares, $134M, 1.2% of portfolio, Add +15.8%
- 2024 Q2: 8,148,773 shares, $148M, 1.4% of portfolio, Add +30.1%
- 2024 Q3: 8,381,404 shares, $194M, 2.0% of portfolio, Add +2.9%
- 2024 Q4: 8,306,672 shares, $177M, 2.1% of portfolio, Reduce −0.9%
- 2025 Q1: 8,270,488 shares, $198M, 2.6% of portfolio, Reduce −0.4%
- 2025 Q2: 8,187,172 shares, $171M, 2.3% of portfolio, Reduce −1.0%
- 2025 Q3: 7,939,962 shares, $129M, 1.8% of portfolio, Reduce −3.0%
- 2025 Q4: 7,857,496 shares, $136M, 1.9% of portfolio, Reduce −1.0%
- 2026 Q1: 7,932,459 shares, $137M, 1.8% of portfolio, Add +1.0%
- 2026 Q2: 8,051,004 shares, $154M, 1.9% of portfolio, Add +1.5%
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
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