What smart money is saying about Kenvue
KVUE
No fund has written a full thesis on Kenvue in our archive, but 2 fund letters report a position in it — most recently Mayar Capital Responsible Global Equity Fund in September 2026.
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2
Reported positions
0
Bought
2
Sold
2
Letters
Position history
Between Q4 2025 and Q3 2026, 2 fund letters reported a position in Kenvue — 2 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 1 | 0 |
| Q4 2025 | 1 | 0 | 1 | 0 |
Fund activity · 2 positions · 2 moves
- September 2026
“Elsewhere, we added to Bunzl and Lonza, both bought last quarter, as well as to SAP, Nestlé and Booking. We trimmed Kenvue and Alstom.”
Kenvue - December 2025
“Kenvue (KVUE) was sold from the strategy during the quarter.”
Kenvue
Read the letters behind these Kenvue positions
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