Kennon-Green & Company, LLC 13F 持仓 · 2026年Q3
Kennon-Green & Company 在 2026年Q3（报告期截至 2026-09-30）的 SEC 13F 申报中报告了 42 只证券，申报市值合计 1.31 亿美元。前几大持仓：GOOGL（7.82%）、META（7.60%）、PM（6.45%）。本季前 25 大持仓中：新建仓 1 只、增持 5 只、减持 18 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc. Class A | $10.2M | 7.82% | 29,654 | 减持 |
| 2 | META | Meta Platforms, Inc. Class A | $9.9M | 7.60% | 13,675 | 减持 |
| 3 | PM | Philip Morris International, Inc. | $8.4M | 6.45% | 44,102 | 减持 |
| 4 | MO | Altria Group, Inc. | $7.3M | 5.59% | 108,443 | 减持 |
| 5 | BTI | British American Tobacco PLC ADR | $7.1M | 5.41% | 129,847 | 减持 |
| 6 | BRKB | Berkshire Hathaway, Inc. Class B | $6.9M | 5.25% | 13,763 | 减持 |
| 7 | HSY | Hershey Company | $6.8M | 5.19% | 42,976 | 减持 |
| 8 | PEP | Pepsico, Inc. | $5.9M | 4.51% | 46,449 | 增持 |
| 9 | MDLZ | Mondelez International, Inc. Class A | $5.6M | 4.27% | 96,386 | 增持 |
| 10 | CRM | Salesforce.com, Inc. | $5.5M | 4.25% | 24,147 | 新建仓 |
| 11 | KO | Coca-Cola Company | $5.3M | 4.06% | 61,608 | 减持 |
| 12 | SSNC | SS&C Technologies Holdings, Inc. | $5.3M | 4.05% | 68,507 | 减持 |
| 13 | ADBE | Adobe Systems, Inc. | $4.3M | 3.32% | 18,045 | 增持 |
| 14 | GOOG | Alphabet Inc. Class C | $4.2M | 3.24% | 12,413 | 减持 |
| 15 | MSFT | Microsoft Corporation | $3.4M | 2.64% | 6,724 | 增持 |
| 16 | KVUE | Kenvue Inc. | $3.4M | 2.57% | 189,922 | 减持 |
| 17 | BRK/A | Berkshire Hathaway, Inc. Class A | $3.0M | 2.29% | 4 | 持平 |
| 18 | DPZ | Domino's Pizza, Inc. | $3.0M | 2.26% | 9,860 | 增持 |
| 19 | V | Visa, Inc. Class A | $2.8M | 2.14% | 7,756 | 减持 |
| 20 | JNJ | Johnson & Johnson | $2.6M | 1.99% | 9,797 | 减持 |
| 21 | DIS | Walt Disney Company | $2.4M | 1.82% | 22,589 | 减持 |
| 22 | SGOV | iShares 0-3 Month Treasury Bond ETF | $2.3M | 1.78% | 23,026 | 减持 |
| 23 | MCD | McDonald's Corporation | $2.0M | 1.56% | 8,810 | 减持 |
| 24 | AMZN | Amazon.com, Inc. | $1.5M | 1.12% | 5,886 | 减持 |
| 25 | PG | Procter & Gamble Company | $1.2M | 0.95% | 8,506 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-09-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR