Position in KVUE
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$276,960
-$42,820 QoQ
Shares Held
16,065
-13.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
3 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in KVUE Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Mar 31, 2026EP Wealth Advisors, LLC holds $56,865,903 across 8 Household & Personal Products names. KVUE ranks #8 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CL |
Colgate Palmolive Co
|
358,491 | $30,554,187 | |
| 2 | PG |
PROCTER & GAMBLE Co
|
150,191 | $21,693,588 | |
| 3 | KMB |
Kimberly Clark Corp
|
16,541 | $1,595,710 | |
| 4 | UL |
Unilever PLC
|
15,043 | $856,999 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
7,657 | $714,551 | |
| 6 | CLX |
Clorox Co /De/
|
6,242 | $646,858 | |
| 7 | NUS |
Nu Skin Enterprises, Inc.
|
72,397 | $527,050 | |
| 8 | KVUE |
Kenvue Inc.
This page
|
16,065 | $276,960 |
All Filings in KVUE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $276,960 | 16,065 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $319,780 | 18,538 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $240,527 | 11,492 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||