Kennon-Green & Company, LLC

CIK 1963352 · Lihat di SEC EDGAR ↗

Nilai Portofolio
$128.3M
#7.863 dari 9.443 berdasarkan nilai 13F · top 83.3%
Posisi
41
Per tanggal
30 Juni 2026

Nilai portofolio QoQ: +5.1% 13F tidak mengungkapkan kas

Bobot 10 kepemilikan teratas
58,64%
Bobot 25 kepemilikan teratas
91,14%
Posisi di atas 1%
25
Jumlah posisi efektif
22,4

Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)

Perputaran Q2 2026: 1,62% Perkiraan pembelian $4.772.899 · penjualan $2.029.825

Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 80,4% masih dipegang

Posisi baru
2
Meningkat
13
Menurun
22
Tertutup
2
Di halaman ini

Kinerja vs S&P 500

Dilacak Q4 2024–Q2 2026
+15.7%
Total imbal hasil S&P 500 (jendela yang sama)
+28.1%
Imbal hasil berlebih
-12.4%

Tahunan: +10.2% · S&P 500: +18.0%

Perkiraan portofolio beli-dan-tahan yang dibangun dari snapshot 13F SEC triwulanan. Mengecualikan kas, posisi jual, opsi/derivatif, dan sekuritas non-13(f) — mencerminkan buku ekuitas long yang diungkapkan saja, bukan total AUM dana. Keterlambatan pengajuan SEC hingga 45 hari; ini bukan waktu yang dapat disalin secara real-time.

Cakupan yang dapat dihargai: 89,0% · Opsi dikecualikan: 0,0%

Rincian sektor

Consumer Staples
39,4%
Communication Services
20,1%
Consumer products
8,5%
Technology
5,2%
Consumer Discretionary
3,8%
Industrials
3,4%
Healthcare
3,4%
Financial Services
2,5%
Retail
1,9%
Logistics & Transportation
0,2%
Lainnya/Tidak terpetakan
11,8%

Portofolio lengkap 41 posisi

Tipe Rentetan Tren 8 kuartal
GOOGL Alphabet Inc. - Class A Common Stock $10.900.857 8,50% 30.503 $2.080.242 Turun ×3
BTI British American Tobacco Industries, p.l.c. Common Stock ADR $8.496.200 6,62% 137.568 $409.097 Turun ×6
PM Philip Morris International Inc Common Stock $8.412.315 6,56% 46.500 $693.582 Turun ×6
MO Altria Group, Inc. $8.363.396 6,52% 116.239 $673.845 Turun ×6
META Meta Platforms, Inc. - Class A Common Stock $7.816.212 6,09% 13.876 $-95.774 Naik ×1
HSY The Hershey Company Common Stock $7.641.549 5,96% 43.554 $-1.446.362 Turun ×3
BRKB $7.628.946 5,95% 15.246 $276.101 Turun ×1
KO Coca-Cola Company (The) Common Stock $5.364.554 4,18% 66.009 $312.290 Turun ×3
MDLZ Mondelez International, Inc. - Class A Common Stock $5.303.234 4,14% 91.688 $-5.641 Turun ×1
PEP PepsiCo, Inc. - Common Stock $5.279.788 4,12% 38.994 $-498.708 Naik ×6
GOOG Alphabet Inc. - Class C Capital Stock $4.467.505 3,48% 12.644 $832.989 Turun ×3
SSNC SS&C Technologies Holdings, Inc. - Common Stock $4.353.862 3,39% 70.167 $-377.795 Naik ×1
KVUE Kenvue Inc. Common Stock $3.936.679 3,07% 206.001 $276.782 Turun ×2
SGOV iShares 0-3 Month Treasury Bond ETF $3.642.242 2,84% 36.180 $3.209.504 Naik ×2
V Visa Inc. $3.178.043 2,48% 9.263 $318.853 Turun ×6
BRKA $2.995.400 2,34% 4 $122.840
JNJ Johnson & Johnson Common Stock $2.832.530 2,21% 11.153 $-19.109 Turun ×5
ADBE Adobe Inc. - Common Stock $2.645.578 2,06% 12.904 $-501.093 Turun ×1
MSFT Microsoft Corporation - Common Stock $2.506.694 1,95% 6.720 $24.334 Naik ×2
MCD McDonald's Corporation Common Stock $2.437.115 1,90% 9.016 $-347.563 Naik ×1
DIS Walt Disney Company (The) Common Stock $2.333.100 1,82% 24.240 $-151.673 Turun ×6
UL Unilever PLC American Depositary Shares (each representing One Ordinary Share) $2.058.088 1,60% 34.233 $-12.202 Turun ×2
KMB Kimberly-Clark Corporation - Common Stock $1.510.545 1,18% 13.761 $-308.879 Turun ×5
AMZN Amazon.com, Inc. - Common Stock $1.442.672 1,12% 6.053 $187.220 Naik ×2
DPZ Domino's Pizza Inc - Common Stock $1.337.805 1,04% 4.519 $166.714 Naik ×2
PG Procter & Gamble Company (The) Common Stock $1.259.784 0,98% 8.591 $26.844 Naik ×2
NVS Novartis AG Common Stock $1.167.877 0,91% 7.452 $28.820 Turun ×3
CL Colgate-Palmolive Company Common Stock $1.096.309 0,85% 11.958 $68.776 Turun ×1
GPC Genuine Parts Company Common Stock $1.081.169 0,84% 9.164 $27.370 Turun ×6
CLX Clorox Company (The) Common Stock $1.017.581 0,79% 10.662 $-232.300 Turun ×1
AZO AutoZone, Inc. Common Stock $984.350 0,77% 308 $-56.006
AAPL Apple Inc. - Common Stock $969.067 0,76% 3.349 $119.124
MICC The Magnum Ice Cream Company N.V. Ordinary Shares $842.209 0,66% 48.375 $154.778 Naik ×2
INTU Intuit Inc. - Common Stock $580.725 0,45% 2.225 $-161.239 Naik ×2
MKC McCormick & Company, Incorporated Common Stock $547.712 0,43% 10.863 $-322.681 Turun ×1
BFA $448.540 0,35% 16.394 $124.622 Naik ×2
MKCV $361.681 0,28% 7.162 $147.415 Naik ×1
ABBV AbbVie Inc. Common Stock $339.966 0,27% 1.351 $43.962 Turun ×4
SJM The J.M. Smucker Company Common Stock $227.250 0,18% 2.020
CHRW C.H. Robinson Worldwide, Inc. - Common Stock $226.950 0,18% 1.205 $26.836
NFLX Netflix, Inc. - Common Stock $214.486 0,17% 3.004 Naik ×1

Kepemilikan dengan keyakinan

Posisi meningkat selama 3+ kuartal berturut-turut.

Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)

Sekuritas Nilai % dari portofolio Rentetan
PEP $5.279.788 4,12% naik ×6

Taruhan baru terbesar

Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.

Sekuritas Nilai Saham % dari portofolio
SJM $227.250 2.020 0,18%
NFLX $214.486 3.004 0,17%

Penggerak teratas (QoQ)

Sekuritas Aksi Saham Δ Nilai Δ
GOOGL Dipangkas -171 +$2.1M
HSY Dipangkas -161 -$1.4M
GOOG Dipangkas -26 +$833K
PM Dipangkas -184 +$694K
MO Dipangkas -287 +$674K
ADBE Dipangkas -41 -$501K
PEP Beli lebih banyak +2K -$499K
BTI Dipangkas -744 +$409K
SSNC Beli lebih banyak +141 -$378K
MCD Beli lebih banyak +56 -$348K

1 posisi disembunyikan (pemeriksaan kelengkapan data)

Posisi yang keluar

Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan

Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.

SekuritasKuartal Saham sebelumnya Nilai sebelumnya Harga sejak keluar
ULXXXX 31 Des. 2025 46.004 $2.727.145 Tidak lagi dilacak
SBUX 31 Des. 2025 18.710 $1.582.866 23,1%
UPS 31 Des. 2025 13.720 $1.146.032 4,2%
KDP 31 Des. 2025 27.313 $696.754 13,7%
NKE 31 Des. 2025 8.589 $598.923 -36,3%
K 31 Des. 2025 3.751 $307.657 Tidak lagi dilacak
SHOP 31 Maret 2026 1.574 $253.367 22,9%
BFA 30 Sep. 2025 8.734 $246.910 Tidak lagi dilacak
DEO 30 Sep. 2025 2.123 $220.580 -2,3%
SJM 30 Juni 2025 1.828 $216.453 25,0%
AVGO 31 Maret 2026 605 $209.391 20,4%
BFB 30 Sep. 2025 7.194 $200.353 Tidak lagi dilacak