Americana Partners, LLC

Position in KVUE — Kenvue Inc.

CIK 1797678 Houston, TX

Position in KVUE

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$942,791

+$123,650 QoQ

Shares Held

49,335

+3.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#481

of 1,000 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Americana Partners, LLC holds $23,294,349 across 5 Household & Personal Products names. KVUE ranks #5 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co	76,659	$11,241,275
2	CL	Colgate Palmolive Co	82,781	$7,589,362
3	UL	Unilever PLC	41,181	$2,475,801
4	KMB	Kimberly Clark Corp	9,521	$1,045,120
5	KVUE	Kenvue Inc. This page	49,335	$942,791

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$942,791	49,335	+3.8%	Shares	Sole	2026-08-05
2026-03-31	$819,141	47,514	-43.5%	Shares	Sole	2026-05-12
2025-12-31	$1,450,121	84,065	-11.3%	Shares	Sole	2026-02-06
2025-09-30	$1,538,035	94,765	+2.7%	Shares	Sole	2025-10-29
2025-06-30	$1,930,750	92,248	-10.1%	Shares	Sole	2025-08-07
2025-03-31	$2,460,851	102,621	+3.1%	Shares	Sole	2025-05-12
2024-12-31	$2,125,029	99,533	-4.2%	Shares	Sole	2025-01-31
2024-09-30	$2,403,900	103,930	-0.1%	Shares	Sole	2024-10-28
2024-06-30	$1,891,974	104,069	+30.1%	Shares	Sole	2024-07-30
2024-03-31	$1,716,563	79,989	-4.1%	Shares	Sole	2024-05-07
2023-12-31	$1,795,537	83,397	+71.2%	Shares	Sole	2024-01-25
2023-09-30	$977,956	48,703	—	Shares	Sole	2023-11-07
No filing history on record for this holder in this stock.