Position in KVUE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$246,729
+$3,663 QoQ
Shares Held
12,911
-8.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#681
of 1,000 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in KVUE Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Waverly Advisors, LLC holds $97,575,881 across 9 Household & Personal Products names. KVUE ranks #8 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
454,663 | $66,671,782 | |
| 2 | CL |
Colgate Palmolive Co
|
180,975 | $16,591,788 | |
| 3 | UL |
Unilever PLC
|
121,688 | $7,315,882 | |
| 4 | KMB |
Kimberly Clark Corp
|
30,992 | $3,401,991 | |
| 5 | CLX |
Clorox Co /De/
|
22,152 | $2,114,186 | |
| 6 | ELF |
e.l.f. Beauty, Inc.
|
11,239 | $831,686 | |
| 7 | CHD |
Church & Dwight Co Inc /De/
|
2,736 | $265,063 | |
| 8 | KVUE |
Kenvue Inc.
This page
|
12,911 | $246,729 |
All Filings in KVUE
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $246,729 | 12,911 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $243,066 | 14,099 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $210,363 | 12,195 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $202,810 | 12,496 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $341,179 | 16,301 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $415,573 | 17,330 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $395,743 | 18,536 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $238,863 | 10,327 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $197,016 | 10,837 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||