Baker Avenue Asset Management, LP

Position in KVUE — Kenvue Inc.

CIK 1432529 SAN FRANCISCO, CA

Position in KVUE

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$202,050

+$183,195 QoQ

Shares Held

10,573

+1026.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#724

of 1,000 holders

Holding Since

Sep 2023

2 quarters on record

Voting authority Sole 34% Shared 0% None 66%

Consumer Defensive · as of Jun 30, 2026

Baker Avenue Asset Management, LP holds $3,885,689 across 4 Household & Personal Products names. KVUE ranks #4 (5.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co	12,721	$1,865,407
2	CL	Colgate Palmolive Co	16,382	$1,501,901
3	SPB	Spectrum Brands Holdings, Inc.	3,689	$316,331
4	KVUE	Kenvue Inc. This page	10,573	$202,050

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$202,050	10,573	+1026.0%	Shares	Sole	2026-07-28
2023-09-30	$18,855	939	—	Shares	Sole	2023-11-15
No filing history on record for this holder in this stock.