Jeremy Grantham's KVUE Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 1.66 M shares of Kenvue Inc. (KVUE) worth $28.6 M, representing 0.07% of the portfolio. First purchased in 2023-Q3, this short-term holding has been held for 5 quarters.
Based on 13F filings, Jeremy Grantham has maintained this position in KVUE for several quarters, showing initial confidence in the investment. Largest addition occurred in Q4 2025, adding 1.51 M shares. Largest reduction occurred in Q4 2023, reducing 306,690 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Kenvue (KVUE) Holding Value Over Time
Track share changes against reported price movement
Quarterly Kenvue (KVUE) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +1.51 M | Add 1005.28% | 1.66 M | $17.25 |
| Q3 2025 | +116,021 | Add 341.35% | 150,010 | $16.23 |
| Q2 2025 | +33,989 | New Buy | 33,989 | $20.93 |
| Q4 2023 | -306,690 | Sold Out | 0 | $0.00 |
| Q3 2023 | +306,690 | New Buy | 306,690 | $20.08 |
Jeremy Grantham's Kenvue Investment FAQs
Jeremy Grantham first purchased Kenvue Inc. (KVUE) in Q3 2023, acquiring 306,690 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Kenvue Inc. (KVUE) for 5 quarters since Q3 2023.
Jeremy Grantham's largest addition to Kenvue Inc. (KVUE) was in Q4 2025, adding 1,658,034 shares worth $28.6 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 1,658,034 shares of Kenvue Inc. (KVUE), valued at approximately $28.6 M.
As of the Q4 2025 filing, Kenvue Inc. (KVUE) represents approximately 0.07% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Kenvue Inc. (KVUE) was 1,658,034 shares, as reported at the end of Q4 2025.