Kennon-Green & Company, LLC Top Holdings and 13F Report (2025) About Kennon-Green & Company, LLCInvestment ActivityKennon-Green & Company, LLC has $128.83 million in total holdings as of September 30, 2025.Kennon-Green & Company, LLC owns shares of 40 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 1.82% of the portfolio was purchased this quarter.About 1.18% of the portfolio was sold this quarter.This quarter, Kennon-Green & Company, LLC has purchased 41 new stocks and bought additional shares in 15 stocks.Kennon-Green & Company, LLC sold shares of 16 stocks and completely divested from 3 stocks this quarter.Largest Holdings Meta Platforms $10,597,103Hershey $8,330,084British American Tobacco $8,213,187Berkshire Hathaway $8,166,006Philip Morris International $8,094,104 Largest New Holdings this Quarter 82509L107 - Shopify Inc. $241,343 Holding11135F101 - Broadcom $232,587 Holding Largest Purchases this Quarter Adobe 1,957 shares (about $690.33K)Clorox 3,251 shares (about $400.85K)PepsiCo 2,355 shares (about $330.74K)Shopify Inc. 1,624 shares (about $241.34K)Broadcom 705 shares (about $232.59K) Largest Sales this Quarter Starbucks 3,275 shares (about $277.07K)United Parcel Service 2,454 shares (about $204.98K)Keurig Dr Pepper 6,034 shares (about $153.93K)NIKE 1,267 shares (about $88.35K)Walt Disney 253 shares (about $28.97K) Sector Allocation Over TimeMap of 500 Largest Holdings ofKennon-Green & Company, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMETAMeta Platforms$10,597,103$31,578 ▲0.3%14,4308.2%Computer and TechnologyHSYHershey$8,330,084$27,122 ▲0.3%44,5346.5%Consumer StaplesBTIBritish American Tobacco$8,213,187$16,720 ▼-0.2%154,7326.4%Consumer StaplesBRK.BBerkshire Hathaway$8,166,006$26,645 ▲0.3%16,2436.3%FinancePMPhilip Morris International$8,094,104$12,976 ▼-0.2%49,9026.3%Consumer StaplesGOOGLAlphabet$7,971,978$42,786 ▲0.5%32,7936.2%Computer and TechnologyMOAltria Group$7,958,445$11,032 ▼-0.1%120,4736.2%Consumer StaplesSSNCSS&C Technologies$6,611,289$12,071 ▼-0.2%74,4855.1%Computer and TechnologyKOCocaCola$4,572,962$2,189 ▲0.0%68,9533.5%Consumer StaplesMDLZMondelez International$4,393,978$103,139 ▲2.4%70,3373.4%Consumer StaplesDISWalt Disney$3,633,933$28,969 ▼-0.8%31,7372.8%Consumer DiscretionaryKVUEKenvue$3,602,232$151,020 ▲4.4%221,9492.8%Consumer StaplesPEPPepsiCo$3,593,298$330,736 ▲10.1%25,5862.8%Consumer StaplesVVisa$3,569,831$3,755 ▼-0.1%10,4572.8%Business ServicesMSFTMicrosoft$3,532,976$3,626 ▲0.1%6,8212.7%Computer and TechnologyADBEAdobe$3,433,316$690,332 ▲25.2%9,7332.7%Computer and TechnologyGOOGAlphabet$3,307,8960.0%13,5822.6%Computer and TechnologyBRK.ABerkshire Hathaway$3,016,8000.0%42.3%FinanceULUnilever$2,727,145$20,452 ▼-0.7%46,0042.1%Consumer StaplesMCDMcDonald's$2,723,766$51,054 ▲1.9%8,9632.1%Retail/WholesaleKMBKimberly-Clark$2,669,050$5,347 ▼-0.2%21,4662.1%Consumer StaplesJNJJohnson & Johnson$2,533,326$12,237 ▼-0.5%13,6632.0%MedicalSBUXStarbucks$1,582,866$277,065 ▼-14.9%18,7101.2%Retail/WholesaleGPCGenuine Parts$1,471,100$2,911 ▼-0.2%10,6141.1%Retail/WholesaleAZOAutoZone$1,398,6180.0%3261.1%Retail/WholesaleAMZNAmazon.com$1,379,119$7,465 ▲0.5%6,2811.1%Retail/WholesalePGProcter & Gamble$1,333,333$307 ▼0.0%8,6781.0%Consumer StaplesUPSUnited Parcel Service$1,146,032$204,983 ▼-15.2%13,7200.9%TransportationNVSNovartis$1,006,1710.0%7,8460.8%MedicalCLColgate-Palmolive$946,330$480 ▲0.1%11,8380.7%Consumer StaplesAAPLApple$933,7280.0%3,6670.7%Computer and TechnologyCLXClorox$742,266$400,848 ▲117.4%6,0200.6%Consumer StaplesKDPKeurig Dr Pepper$696,754$153,927 ▼-18.1%27,3130.5%Consumer StaplesMKCMcCormick & Company, Incorporated$676,192$5,620 ▲0.8%10,1060.5%Consumer StaplesNKENIKE$598,923$88,350 ▼-12.9%8,5890.5%Consumer DiscretionaryINTUIntuit$548,3770.0%8030.4%Computer and TechnologyABBVAbbVie$337,353$695 ▼-0.2%1,4570.3%MedicalKKellanova$307,6570.0%3,7510.2%Consumer DiscretionaryShopify Inc.$241,343$241,343 ▲New Holding1,6240.2%StockAVGOBroadcom$232,587$232,587 ▲New Holding7050.2%Computer and TechnologyBF.ABrown Forman$0$246,910 ▼-100.0%00.0%Consumer StaplesDEODiageo$0$220,580 ▼-100.0%00.0%Consumer StaplesBF.BBrown-Forman$0$200,353 ▼-100.0%00.0%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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