SEC 13F Intelligence

Kinloch Capital, LLC / KVUE

Kinloch Capital, LLC’s Kenvue Inc Position

Does Kinloch Capital, LLC own Kenvue Inc (KVUE)? Yes — 198.4K shares worth $3M (+1.39% of its 13F portfolio) as of Q1 2026, up from 121.9K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
198.4K
% of Portfolio
+1.39%
Quarters Held
11
currently held

Position History KVUE

Reported value by quarter
Q3 ’23: $2MQ3 ’23Q4 ’23: $1MQ1 ’24: $2MQ1 ’24Q2 ’24: $1MQ3 ’24: $2MQ3 ’24Q4 ’24: $2MQ1 ’25: $4MQ1 ’25Q2 ’25: $3MQ3 ’25: $3MQ3 ’25Q4 ’25: $2MQ1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026198.4K$3M+1.39%
Q4 2025121.9K$2M+0.91%
Q3 2025154.2K$3M+1.10%
Q2 2025151.2K$3M+1.47%
Q1 2025148.2K$4M+1.70%
Q4 202485.3K$2M+0.91%
Q3 202480.8K$2M+0.91%
Q2 202481.2K$1M+0.77%
Q1 202481.0K$2M+0.89%
Q4 202365.1K$1M+0.89%
Q3 202379.5K$2M+1.00%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Kinloch Capital, LLC’s full portfolio or all institutional holders of KVUE.