Oak Thistle LLC

Position in KVUE — Kenvue Inc.

CIK 1755987 NEW YORK, NY

Position in KVUE

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$1,367,912

-$1,060,221 QoQ

Shares Held

71,581

-49.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#436

of 1,000 holders

Holding Since

Dec 2023

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Oak Thistle LLC holds $13,729,817 across 3 Household & Personal Products names. KVUE ranks #3 (10.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EL	Estee Lauder Companies Inc	104,082	$8,217,273
2	PG	PROCTER & GAMBLE Co	28,264	$4,144,632
3	KVUE	Kenvue Inc. This page	71,581	$1,367,912

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,367,912	71,581	-49.2%	Shares	Sole	2026-07-21
2026-03-31	$2,428,133	140,843	+55.4%	Shares	Sole	2026-04-13
2025-12-31	$1,563,108	90,615	-5.8%	Shares	Sole	2026-01-21
2025-06-30	$2,013,696	96,211	+228.3%	Shares	Sole	2025-08-08
2025-03-31	$702,853	29,310	-5.9%	Shares	Sole	2025-05-06
2024-12-31	$665,052	31,150	+13.9%	Shares	Sole	2025-01-14
2024-09-30	$632,536	27,347	-55.3%	Shares	Sole	2024-11-12
2023-12-31	$1,316,408	61,143	—	Shares	Sole	2024-01-22
No filing history on record for this holder in this stock.