Position in KVUE
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$5,430
-$112,663 QoQ
Shares Held
315
-95.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KVUE Over Time
Shares Held
Position Value (USD)
Derivatives in KVUE
reported options exposure · as of Dec 31, 2023CallValue
$2,368,300
CallShares
110,000
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, 2026SUMMIT SECURITIES GROUP LLC holds $462,851 across 11 Household & Personal Products names. KVUE ranks #6 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
1,512 | $218,393 | |
| 2 | COTY |
Coty Inc.
|
51,692 | $103,900 | |
| 3 | CLX |
Clorox Co /De/
|
820 | $84,976 | |
| 4 | KMB |
Kimberly Clark Corp
|
255 | $24,599 | |
| 5 | CL |
Colgate Palmolive Co
|
133 | $11,335 | |
| 6 | KVUE |
Kenvue Inc.
This page
|
315 | $5,430 | |
| 7 | CHD |
Church & Dwight Co Inc /De/
|
39 | $3,639 | |
| 8 | EL |
Estee Lauder Companies Inc
|
41 | $2,942 |
All Filings in KVUE
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,430 | 315 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $118,093 | 6,846 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $53,721 | 3,310 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $27,041 | 1,292 | Shares | Sole | 2025-08-12 | |
| 2023-12-31 | $107,650 | 5,000 | Shares | Sole | 2024-02-14 | |
| 2023-12-31 | $2,368,300 | 110,000 | Call | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||