Position in KVUE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$11,761,802
+$2,423,515 QoQ
Shares Held
615,479
+13.6% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#190
of 1,001 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in KVUE Over Time
Shares Held
Position Value (USD)
Derivatives in KVUE
reported options exposure · as of Sep 30, 2025CallValue
$1,138
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 Jun 30, 2026Creative Planning holds $389,337,187 across 19 Household & Personal Products names. KVUE ranks #6 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
1,682,966 | $246,790,133 | |
| 2 | CL |
Colgate Palmolive Co
|
444,673 | $40,767,619 | |
| 3 | UL |
Unilever PLC
|
452,555 | $27,207,606 | |
| 4 | KMB |
Kimberly Clark Corp
|
164,876 | $18,098,437 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
126,939 | $12,297,849 | |
| 6 | KVUE |
Kenvue Inc.
This page
|
615,479 | $11,761,802 | |
| 7 | EL |
Estee Lauder Companies Inc
|
113,717 | $8,977,956 | |
| 8 | IPAR |
Interparfums Inc
|
52,658 | $5,890,322 |
All Filings in KVUE
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,761,802 | 615,479 | Shares | Defined | 2026-08-13 | |
| 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 | $1,138 | 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. | ||||||