§ 13F · FUND PROFILE
Kennon-Green & Company, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $129M (13F)Positions · 40Turnover · — · Q1Filed · Apr 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$414K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | HSY | Hershey Company | 44K | $9M | 7.4% | −1% |
| 2 | GOOGL | Alphabet Inc. Class A | 31K | $9M | 7.2% | ±0% |
| 3 | BTI | British American Tobacco PLC ADR | 138K | $8M | 6.6% | −2% |
| 4 | META | Meta Platforms, Inc. Class A | 14K | $8M | 6.5% | ±0% |
| 5 | PM | Philip Morris International, Inc. | 47K | $8M | 6.3% | −1% |
| 6 | MO | Altria Group, Inc. | 117K | $8M | 6.3% | −1% |
| 7 | BRK/B | Berkshire Hathaway, Inc. Class B | 15K | $7M | 6.0% | ±0% |
| 8 | PEP | Pepsico, Inc. | 37K | $6M | 4.7% | +2% |
| 9 | MDLZ | Mondelez International, Inc. Class A | 92K | $5M | 4.4% | +2% |
| 10 | KO | Coca-Cola Company | 66K | $5M | 4.1% | −1% |
§ 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 $129 million in assets. The fund runs a portfolio of 40 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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