Position in KVUE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$4,242
+$1,208 QoQ
Shares Held
222
+26.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#905
of 1,000 holders
Holding Since
Jun 2024
9 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, 2026Caldwell Trust Co holds $12,385,653 across 7 Household & Personal Products names. KVUE ranks #7 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
58,205 | $8,535,181 | |
| 2 | CHD |
Church & Dwight Co Inc /De/
|
15,271 | $1,479,454 | |
| 3 | CL |
Colgate Palmolive Co
|
15,219 | $1,395,277 | |
| 4 | KMB |
Kimberly Clark Corp
|
5,837 | $640,727 | |
| 5 | UL |
Unilever PLC
|
4,497 | $270,359 | |
| 6 | CLX |
Clorox Co /De/
|
633 | $60,413 | |
| 7 | KVUE |
Kenvue Inc.
This page
|
222 | $4,242 |
All Filings in KVUE
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,242 | 222 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $3,034 | 176 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $3,036 | 176 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $7,530 | 464 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $9,711 | 464 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $15,299 | 638 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $8,540 | 400 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $9,622 | 416 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $1,599 | 88 | Shares | Sole | 2025-09-24 | |
| No filing history on record for this holder in this stock. | ||||||