Position in KVUE
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$11,528,060
-$3,487,323 QoQ
Shares Held
668,681
-23.2% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 5.666827680164383.ToString("F0")%
Shared 0.ToString("F0")%
None 94.33317231983561.ToString("F0")%
Common Shares in KVUE Over Time
Shares Held
Position Value (USD)
Derivatives in KVUE
reported options exposure · as of Sep 30, 2025CallValue
$324,600
CallShares
20,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Household & Personal Products
Consumer Defensive · as of Mar 31, 2026LPL Financial LLC holds $950,631,093 across 14 Household & Personal Products names. KVUE ranks #7 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
4,151,054 | $599,578,239 | |
| 2 | KMB |
Kimberly Clark Corp
|
1,047,297 | $101,032,741 | |
| 3 | UL |
Unilever PLC
|
1,632,782 | $93,019,590 | |
| 4 | CL |
Colgate Palmolive Co
|
778,648 | $66,364,169 | |
| 5 | CLX |
Clorox Co /De/
|
431,457 | $44,711,888 | |
| 6 | CHD |
Church & Dwight Co Inc /De/
|
230,009 | $21,464,439 | |
| 7 | KVUE |
Kenvue Inc.
This page
|
668,681 | $11,528,060 | |
| 8 | EL |
Estee Lauder Companies Inc
|
68,925 | $4,946,747 |
All Filings in KVUE
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,528,060 | 668,681 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $15,015,383 | 870,457 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $16,751,680 | 1,032,143 | Shares | Sole | 2025-11-12 | |
| 2025-09-30 | $324,600 | 20,000 | Call | Sole | 2025-11-12 | |
| 2025-06-30 | $44,849,662 | 2,142,841 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $49,697,518 | 2,072,457 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $44,075,046 | 2,064,405 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $45,528,513 | 1,968,375 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $34,958,940 | 1,922,934 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $41,369,386 | 1,927,744 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $39,941,401 | 1,855,151 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $17,136,251 | 853,399 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $526,418 | 19,925 | Shares | Sole | 2023-07-31 | |
| No filing history on record for this holder in this stock. | ||||||