Position in KVUE
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,475,442
+$325,105 QoQ
Shares Held
77,208
+15.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#25
of 119 holders
Holding Since
Dec 2023
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KVUE Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Merit Financial Group, LLC holds $61,971,638 across 12 Household & Personal Products names. KVUE ranks #6 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
303,351 | $44,483,386 | |
| 2 | CL |
Colgate Palmolive Co
|
50,925 | $4,668,800 | |
| 3 | EL |
Estee Lauder Companies Inc
|
45,906 | $3,624,277 | |
| 4 | UL |
Unilever PLC
|
43,076 | $2,589,727 | |
| 5 | KMB |
Kimberly Clark Corp
|
21,293 | $2,337,329 | |
| 6 | KVUE |
Kenvue Inc.
This page
|
77,208 | $1,475,442 | |
| 7 | CHD |
Church & Dwight Co Inc /De/
|
11,156 | $1,080,791 | |
| 8 | CLX |
Clorox Co /De/
|
6,874 | $656,053 |
All Filings in KVUE
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,475,442 | 77,208 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $1,150,337 | 66,725 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $763,327 | 44,251 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $728,724 | 44,900 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $1,403,398 | 67,052 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $898,794 | 37,481 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $236,856 | 11,094 | Shares | Sole | 2025-01-15 | |
| 2024-03-31 | $348,853 | 16,256 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $253,408 | 11,770 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||