Jefferies Group's KVUE Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 1.4 M shares of Kenvue Inc. (KVUE) worth $24.14 M, representing 0.17% of the portfolio. First purchased in 2023-Q3, this medium-term investment has been held for 11 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in KVUE, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2026, adding 1.39 M shares. Largest reduction occurred in Q4 2024, reducing 263,181 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Kenvue (KVUE) Holding Value Over Time
Track share changes against reported price movement
Quarterly Kenvue (KVUE) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +1.39 M | Add 20355.87% | 1.4 M | $17.24 |
| Q4 2025 | +6,844 | New Buy | 6,844 | $17.25 |
| Q3 2025 | -55,241 | Sold Out | 0 | $0.00 |
| Q2 2025 | -18,865 | Reduce 25.46% | 55,241 | $20.93 |
| Q1 2025 | -50,894 | Reduce 40.72% | 74,106 | $23.98 |
| Q4 2024 | -263,181 | Reduce 67.80% | 125,000 | $21.35 |
| Q3 2024 | +60,228 | Add 18.36% | 388,181 | $23.13 |
| Q2 2024 | +321,826 | Add 5252.59% | 327,953 | $18.18 |
| Q1 2024 | +49 | Add 0.81% | 6,127 | $21.46 |
| Q4 2023 | -3,922 | Reduce 39.22% | 6,078 | $21.53 |
| Q3 2023 | +10,000 | New Buy | 10,000 | $20.08 |
Jefferies Group's Kenvue Investment FAQs
Jefferies Group first purchased Kenvue Inc. (KVUE) in Q3 2023, acquiring 10,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Kenvue Inc. (KVUE) for 11 quarters since Q3 2023.
Jefferies Group's largest addition to Kenvue Inc. (KVUE) was in Q1 2026, adding 1,400,000 shares worth $24.14 M.
According to the latest 13F filing for Q1 2026, Jefferies Group's firm, Jefferies Financial Group Inc., owns 1,400,000 shares of Kenvue Inc. (KVUE), valued at approximately $24.14 M.
As of the Q1 2026 filing, Kenvue Inc. (KVUE) represents approximately 0.17% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in Kenvue Inc. (KVUE) was 1,400,000 shares, as reported at the end of Q1 2026.