Fund HoldingsKennon-Green & Company, LLC

Total Portfolio Value
$115.72M
Total Bought
$2.62M
Total Sold
$7.09M
Net Transaction
-$4.46M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
Walt Disney Company(DIS)37,51537,249-2663,6094,1483.58%+539
Alphabet Inc. Class A(GOOG)39,09436,787-2,3076,4846,9646.02%+480
Visa, Inc. Class A(V)10,81210,762-502,9733,4012.94%+428
Hershey Company(HSY)26,77732,362+5,5855,1355,4814.74%+345
Alphabet Inc. Class C(GOOG)16,23915,878-3612,7153,0242.61%+309
Amazon.com, Inc.(AMZN)5,9525,982+301,1091,3121.13%+203
Altria Group, Inc.(MO)124,110123,415-6956,3356,4535.58%+119
Apple, Inc.(AAPL)3,6793,664-158579180.79%+60
SS&C Technologies Holdings, Inc.(SSNC)76,23975,186-1,0535,6585,6984.92%+40
AutoZone, Inc.(AZO)32632601,0271,0440.90%+17
Intuit, Inc.(INTU)754766+124684810.42%+13
Clorox Company(CLX)2,3582,418+603843930.34%+9
Diageo PLC ADR(DEO)1,8722,107+2352632680.23%+5
Kellogg Company3,8453,838-73103110.27%0
Pepsico, Inc.(PEP)11,59212,808+1,2161,9711,9481.68%-24
AbbVie, Inc.(ABBV)1,5001,470-302962610.23%-35
Berkshire Hathaway, Inc. Class A4402,7652,7242.35%-41
Procter & Gamble Company(PG)9,0038,941-621,5591,4991.30%-60
McCormick & Co., Inc. Non-Voting(MKC)10,02510,030+58257650.66%-60
British American Tobacco PLC ADR(BTI)159,210158,485-7255,8245,7564.97%-68
McDonald's Corporation(MCD)8,4808,514+342,5822,4682.13%-114
Philip Morris International, Inc.(PM)52,66552,033-6326,3946,2625.41%-131
Microsoft Corporation(MSFT)6,9216,719-2022,9782,8322.45%-146
Novartis AG ADR(NVS)8,3888,191-1979657970.69%-168
Colgate-Palmolive Company(CL)12,33112,230-1011,2801,1120.96%-168
United Parcel Service, Inc. Class B(UPS)17,52617,553+272,3892,2131.91%-176
Starbucks Corporation(SBUX)27,35327,165-1882,6672,4792.14%-188
J. M. Smucker Company(SJM)1,7660-1,7662140-214
Berkshire Hathaway, Inc. Class B17,16016,908-2527,8987,6646.62%-234
Johnson & Johnson(JNJ)13,81013,771-392,2381,9921.72%-246
Kimberly-Clark Corporation(KMB)21,56121,413-1483,0682,8062.42%-262
Kenvue Inc.(KVUE)170,022171,535+1,5133,9333,6623.16%-270
Brown-Forman Corporation Class A(BF-A)26,33126,382+511,2669940.86%-272
Genuine Parts Company(GPC)11,49011,394-961,6051,3301.15%-275
Brown-Forman Corporation Class B(BF-A)22,26721,418-8491,0968130.70%-282
NIKE, Inc. Class B(NKE)24,12724,323+1962,1331,8411.59%-292
Keurig Dr. Pepper, Inc.(KDP)62,57062,771+2012,3452,0161.74%-329
Adobe Systems, Inc.(ADBE)4,1534,005-1482,1501,7811.54%-369
Unilever PLC ADR(UL)48,18047,662-5183,1302,7022.34%-427
Mondelez International, Inc. Class A(MDLZ)36,88636,948+622,7172,2071.91%-510
Coca-Cola Company(KO)70,75870,103-6555,0854,3653.77%-720
Meta Platforms, Inc. Class A(META)20,36718,003-2,36411,65910,5419.11%-1,118
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