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§ 13F · FUND PROFILE

Kennon-Green & Company, LLC.

Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $125.0T (13F)Positions · 41Turnover · · Q4Filed · Feb 10, 2026
CONCENTRATION
Top 10 holdings
NEW BUYS
0
+$4.9T deployed
EXITS
0
No exits
SECTOR SHIFT
No prior quarter data
3YR HIT RATE
Top-5 overlap
§ 01 · TOP HOLDINGS

The book · Q4 2025

FILED FEB 10, 2026
#TickerNameShares$ value% portΔ Q4
1GOOGLAlphabet Inc. Class A31K$9.6T7.6%−6%
2METAMeta Platforms, Inc. Class A14K$9.1T7.3%−4%
3HSYHershey Company44K$8.0T6.4%−1%
4BTIBritish American Tobacco PLC ADR141K$8.0T6.3%−9%
5BRK/BBerkshire Hathaway, Inc. Class B15K$7.7T6.1%−6%
6PMPhilip Morris International, Inc.47K$7.5T6.0%−6%
7MOAltria Group, Inc.118K$6.8T5.4%−2%
8SSNCSS&C Technologies Holdings, Inc.70K$6.1T4.9%−6%
9PEPPepsico, Inc.37K$5.2T4.2%+43%
10MDLZMondelez International, Inc. Class A91K$4.9T3.9%+29%
§ 02 · SECTOR ALLOCATION

Where the money is

Sector data pending
§ 03 · THE KENNON-GREEN SIGNAL

AC read

Kennon-Green & Company, LLC is a Other fund managing $125025.7 trillion in assets. The fund runs a portfolio of 41 positions.

Read the full dossier →
§ 04 · FILING HISTORY

Q-by-Q deltas

1 FILINGS
Q4 2025
Steady book
+0 buys · 0 exits · 0 changed
Q3 2025
Steady book
+0 buys · 0 exits · 0 changed
Q2 2025
Steady book
+0 buys · 0 exits · 0 changed
Q1 2025
Steady book
+0 buys · 0 exits · 0 changed
Kennon-Green & Company, LLC 13F Holdings & Portfolio Analysis | Acid Capitalist