Kennon-Green & Company, LLC Top Holdings and 13F Report (2026) About Kennon-Green & Company, LLCInvestment ActivityKennon-Green & Company, LLC has $128.25 million in total holdings as of June 30, 2026.Kennon-Green & Company, LLC owns shares of 41 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 3.72% of the portfolio was purchased this quarter.About 1.58% of the portfolio was sold this quarter.This quarter, Kennon-Green & Company, LLC has purchased 39 new stocks and bought additional shares in 13 stocks.Kennon-Green & Company, LLC sold shares of 22 stocks and completely divested from 0 stocks this quarter.Largest Holdings Alphabet $10,900,857British American Tobacco $8,496,200Philip Morris International $8,412,315Altria Group $8,363,396Meta Platforms $7,816,212 Largest New Holdings this Quarter 832696405 - J. M. Smucker $227,250 Holding64110L106 - Netflix $214,486 Holding Largest Purchases this Quarter iShares 0-3 Month Treasury Bond ETF 31,881 shares (about $3.21M)Domino's Pizza, Inc. 1,255 shares (about $371.53K)PepsiCo 1,783 shares (about $241.42K)J. M. Smucker 2,020 shares (about $227.25K)Netflix 3,004 shares (about $214.49K) Largest Sales this Quarter Kimberly-Clark Corporation 5,099 shares (about $559.72K)McCormick & Company, Incorporated 6,393 shares (about $322.33K)Walt Disney 1,541 shares (about $148.32K)Clorox 1,399 shares (about $133.52K)Johnson & Johnson 513 shares (about $130.29K) 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 PortfolioSectorGOOGLAlphabet$10,900,857$61,110 â–¼-0.6%30,5038.5%Communication ServicesBTIBritish American Tobacco$8,496,200$45,949 â–¼-0.5%137,5686.6%Consumer StaplesPMPhilip Morris International$8,412,315$33,287 â–¼-0.4%46,5006.6%Consumer StaplesMOAltria Group$8,363,396$20,650 â–¼-0.2%116,2396.5%Consumer StaplesMETAMeta Platforms$7,816,212$26,475 â–²0.3%13,8766.1%Communication ServicesHSYHershey$7,641,549$28,247 â–¼-0.4%43,5546.0%Consumer StaplesBRK.BBerkshire Hathaway$7,628,946$49,038 â–¼-0.6%15,2465.9%FinanceKOCocaCola$5,364,554$34,458 â–¼-0.6%66,0094.2%Consumer StaplesMDLZMondelez International$5,303,234$24,061 â–¼-0.5%91,6884.1%Consumer StaplesPEPPepsiCo$5,279,788$241,418 â–²4.8%38,9944.1%Consumer StaplesGOOGAlphabet$4,467,505$9,187 â–¼-0.2%12,6443.5%Communication ServicesSSNCSS&C Technologies$4,353,862$8,749 â–²0.2%70,1673.4%IndustrialsKVUEKenvue$3,936,679$120,202 â–¼-3.0%206,0013.1%Consumer StaplesSGOViShares 0-3 Month Treasury Bond ETF$3,642,242$3,209,462 â–²741.6%36,1802.8%ETFVVisa$3,178,043$67,589 â–¼-2.1%9,2632.5%FinanceBRK.ABerkshire Hathaway$2,995,4000.0%42.3%FinanceJNJJohnson & Johnson$2,832,530$130,287 â–¼-4.4%11,1532.2%HealthcareADBEAdobe$2,645,578$8,406 â–¼-0.3%12,9042.1%TechnologyMSFTMicrosoft$2,506,694$5,222 â–²0.2%6,7202.0%TechnologyMCDMcDonald's$2,437,115$15,137 â–²0.6%9,0161.9%Consumer DiscretionaryDISWalt Disney$2,333,100$148,321 â–¼-6.0%24,2401.8%Communication ServicesUnilever PLC ADR$2,058,088$126,673 â–¼-5.8%34,2331.6%ADRKimberly-Clark Corporation$1,510,545$559,717 â–¼-27.0%13,7611.2%StockAMZNAmazon.com$1,442,672$5,958 â–²0.4%6,0531.1%Consumer DiscretionaryDomino's Pizza, Inc.$1,337,805$371,530 â–²38.4%4,5191.0%StockPGProcter & Gamble$1,259,784$8,065 â–²0.6%8,5911.0%Consumer StaplesNVSNovartis$1,167,877$784 â–¼-0.1%7,4520.9%HealthcareCLColgate-Palmolive$1,096,309$8,985 â–¼-0.8%11,9580.9%Consumer StaplesGPCGenuine Parts$1,081,169$94,502 â–¼-8.0%9,1640.8%Consumer DiscretionaryCLXClorox$1,017,581$133,521 â–¼-11.6%10,6620.8%Consumer StaplesAZOAutoZone$984,3500.0%3080.8%Consumer DiscretionaryAAPLApple$969,0670.0%3,3490.8%TechnologyThe Magnum Ice Cream Company N.V.$842,209$41,662 â–²5.2%48,3750.7%StockINTUIntuit$580,725$132,849 â–²29.7%2,2250.5%TechnologyMKCMcCormick & Company, Incorporated$547,712$322,335 â–¼-37.0%10,8630.4%Consumer StaplesBF.ABrown Forman$448,540$117,730 â–²35.6%16,3940.3%Consumer StaplesMKC.VMCCORMICK & CO/SH SH$361,681$146,905 â–²68.4%7,1620.3%Consumer StaplesABBVAbbVie$339,966$2,516 â–¼-0.7%1,3510.3%HealthcareSJMJ. M. Smucker$227,250$227,250 â–²New Holding2,0200.2%Consumer StaplesCHRWC.H. Robinson Worldwide$226,9500.0%1,2050.2%IndustrialsNFLXNetflix$214,486$214,486 â–²New Holding3,0040.2%Communication ServicesShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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. 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