Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Kennon-Green & Company, LLC (CIK 1963352) reported $122.0M across 38 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: HSY ($9.1M, 7.45%), GOOGL ($8.8M, 7.23%), BTI ($8.1M, 6.63%), META ($7.9M, 6.49%), PM ($7.7M, 6.33%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | HSY | Hershey Company | $9.1M | 7.45% | 43,715 | Trimmed |
| 2 | GOOGL | Alphabet Inc. Class A | $8.8M | 7.23% | 30,674 | Trimmed |
| 3 | BTI | British American Tobacco PLC ADR | $8.1M | 6.63% | 138,312 | Trimmed |
| 4 | META | Meta Platforms, Inc. Class A | $7.9M | 6.49% | 13,829 | Trimmed |
| 5 | PM | Philip Morris International, Inc. | $7.7M | 6.33% | 46,684 | Trimmed |
| 6 | MO | Altria Group, Inc. | $7.7M | 6.30% | 116,526 | Trimmed |
| 7 | BRK/B | Berkshire Hathaway, Inc. Class B | $7.4M | 6.03% | 15,344 | Added |
| 8 | PEP | Pepsico, Inc. | $5.8M | 4.74% | 37,211 | Added |
| 9 | MDLZ | Mondelez International, Inc. Class A | $5.3M | 4.35% | 92,104 | Added |
| 10 | KO | Coca-Cola Company | $5.1M | 4.14% | 66,433 | Trimmed |
| 11 | SSNC | SS&C Technologies Holdings, Inc. | $4.7M | 3.88% | 70,026 | Trimmed |
| 12 | KVUE | Kenvue Inc. | $3.7M | 3.00% | 212,291 | Trimmed |
| 13 | GOOG | Alphabet Inc. Class C | $3.6M | 2.98% | 12,670 | Trimmed |
| 14 | ADBE | Adobe Systems, Inc. | $3.1M | 2.58% | 12,945 | Added |
| 15 | BRK/A | Berkshire Hathaway, Inc. Class A | $2.9M | 2.35% | 4 | Hold |
| 16 | JNJ | Johnson & Johnson | $2.9M | 2.34% | 11,666 | Trimmed |
| 17 | V | Visa, Inc. Class A | $2.9M | 2.34% | 9,460 | Trimmed |
| 18 | MCD | McDonald's Corporation | $2.8M | 2.28% | 8,960 | Trimmed |
| 19 | DIS | Walt Disney Company | $2.5M | 2.04% | 25,781 | Trimmed |
| 20 | MSFT | Microsoft Corporation | $2.5M | 2.03% | 6,706 | Added |
| 21 | UL | Unilever PLC ADR | $2.1M | 1.70% | 36,340 | Trimmed |
| 22 | KMB | Kimberly-Clark Corporation | $1.8M | 1.49% | 18,860 | Trimmed |
| 23 | AMZN | Amazon.com, Inc. | $1.3M | 1.03% | 6,028 | Added |
| 24 | CLX | Clorox Company | $1.2M | 1.02% | 12,061 | Added |
| 25 | PG | Procter & Gamble Company | $1.2M | 1.01% | 8,536 | Added |
Source: SEC Form 13F filings · as of 2026-03-31