Position in KVUE
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$9,338,287
+$2,385,002 QoQ
Shares Held
541,664
+34.4% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.02%
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)
Derivatives in KVUE
reported options exposure · as of Sep 30, 2025CallValue
$16,230
CallShares
1,000
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, 2026Creative Planning holds $356,762,169 across 19 Household & Personal Products names. KVUE ranks #6 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
1,693,989 | $244,679,770 | |
| 2 | CL |
Colgate Palmolive Co
|
388,818 | $33,138,957 | |
| 3 | UL |
Unilever PLC
|
405,108 | $23,079,002 | |
| 4 | KMB |
Kimberly Clark Corp
|
124,835 | $12,042,832 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
100,654 | $9,393,030 | |
| 6 | KVUE |
Kenvue Inc.
This page
|
541,664 | $9,338,287 | |
| 7 | CLX |
Clorox Co /De/
|
59,220 | $6,136,968 | |
| 8 | EPC |
EDGEWELL PERSONAL CARE Co
|
207,876 | $4,436,073 |
All Filings in KVUE
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,338,287 | 541,664 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $6,953,285 | 403,089 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,540,216 | 218,128 | Shares | Defined | 2025-11-14 | |
| 2025-09-30 | $16,230 | 1,000 | Call | Sole | 2025-11-14 | |
| 2025-06-30 | $4,754,667 | 227,170 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $9,111,752 | 379,973 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,003,509 | 187,518 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $4,025,984 | 174,059 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $6,891,037 | 379,045 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $7,049,244 | 328,483 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,809,837 | 130,508 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,068,340 | 103,005 | Shares | Sole | 2023-11-16 | |
| No filing history on record for this holder in this stock. | ||||||