Position in KVUE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$296,739
+$95,411 QoQ
Shares Held
15,528
+33.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#639
of 1,000 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KVUE Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Concurrent Investment Advisors, LLC holds $40,941,759 across 9 Household & Personal Products names. KVUE ranks #8 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
186,683 | $27,375,194 | |
| 2 | CL |
Colgate Palmolive Co
|
48,067 | $4,406,781 | |
| 3 | UL |
Unilever PLC
|
64,207 | $3,860,123 | |
| 4 | KMB |
Kimberly Clark Corp
|
21,474 | $2,357,200 | |
| 5 | CLX |
Clorox Co /De/
|
11,309 | $1,079,330 | |
| 6 | CHD |
Church & Dwight Co Inc /De/
|
9,356 | $906,408 | |
| 7 | EL |
Estee Lauder Companies Inc
|
4,944 | $390,328 | |
| 8 | KVUE |
Kenvue Inc.
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|
15,528 | $296,739 |
All Filings in KVUE
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $296,739 | 15,528 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $201,328 | 11,678 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $224,939 | 13,040 | Shares | Sole | 2026-01-29 | |
| 2025-06-30 | $1,588,231 | 75,883 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,394,077 | 58,135 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $354,580 | 16,608 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,237,848 | 53,517 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $419,576 | 23,079 | Shares | Sole | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||