Arlington Partners LLC

Position in KVUE — Kenvue Inc.

CIK 1389848 BIRMINGHAM, AL

Position in KVUE

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$265,992

+$34,028 QoQ

Shares Held

13,919

+3.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.37%

of 13F equity value

Holder Rank

#665

of 1,000 holders

Holding Since

Jun 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Arlington Partners LLC holds $1,110,494 across 4 Household & Personal Products names. KVUE ranks #4 (24.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UL	Unilever PLC	4,841	$291,040
2	EL	Estee Lauder Companies Inc	3,537	$279,246
3	PG	PROCTER & GAMBLE Co	1,870	$274,216
4	KVUE	Kenvue Inc. This page	13,919	$265,992

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$265,992	13,919	+3.4%	Shares	Sole	2026-07-07
2026-03-31	$231,964	13,455	-94.9%	Shares	Sole	2026-04-09
2025-09-30	$4,254,061	262,111	+160.0%	Shares	Sole	2025-10-28
2025-06-30	$2,110,267	100,825	—	Shares	Sole	2025-07-14
No filing history on record for this holder in this stock.