Kennon Green & Company, LLC has filed its 13F form on July 28, 2025 for Q2 2025 where it was disclosed a total value porftolio of $125 Billion distributed in 41 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Meta Platforms, Inc. with a value of $10.3B, Philip Morris International Inc. with a value of $8.87B, Berkshire Hathaway Inc Class B with a value of $7.93B, Hershey CO with a value of $7.8B, and British American Tobacco P.L.C. with a value of $7.24B.

Examining the 13F form we can see an increase of $2.48B in the current position value, from $123B to 125B.

Kennon Green & Company, LLC is based out at Newport Beach, CA

Below you can find more details about Kennon Green & Company, LLC portfolio as well as his latest detailed transactions.

Portfolio value $125 Billion
Consumer Defensive: $54.7 Billion
Communication Services: $22.4 Billion
Financial Services: $14.6 Billion
Technology: $14 Billion
Consumer Cyclical: $9.35 Billion
Healthcare: $3.38 Billion
Industrials: $1.69 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 41
  • Current Value $125 Billion
  • Prior Value $123 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 28, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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