Position in KVUE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$282,339
+$91,158 QoQ
Shares Held
16,377
+47.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KVUE Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Mar 31, 2026Transamerica Financial Advisors, LLC holds $3,309,186 across 18 Household & Personal Products names. KVUE ranks #4 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
9,974 | $1,440,644 | |
| 2 | CL |
Colgate Palmolive Co
|
10,776 | $918,438 | |
| 3 | UL |
Unilever PLC
|
7,733 | $440,549 | |
| 4 | KVUE |
Kenvue Inc.
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|
16,377 | $282,339 | |
| 5 | KMB |
Kimberly Clark Corp
|
2,044 | $197,184 | |
| 6 | EL |
Estee Lauder Companies Inc
|
219 | $15,717 | |
| 7 | CHD |
Church & Dwight Co Inc /De/
|
94 | $8,772 | |
| 8 | SPB |
Spectrum Brands Holdings, Inc.
|
20 | $1,474 |
All Filings in KVUE
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $282,339 | 16,377 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $191,181 | 11,083 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $99,717 | 6,144 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $439 | 21 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $56,281 | 2,347 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $122,335 | 5,730 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $160,082 | 6,921 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $720,200 | 39,615 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $850,137 | 39,615 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $656,729 | 30,503 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $907,897 | 45,214 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||