Kennon-Green & Company, LLC 13F Holdings

CIK 0001963352 · NEW ALBANY, OH

As of Sep 30, 2025, Kennon-Green & Company, LLC reported 40 positions worth 28.8M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
META PLATFORMS INCMETACommunication Services14,430 0.6M8.23%
HERSHEY COHSYConsumer Defensive44,534$8.3M6.47%
BRITISH AMERICAN TOBACCO PLCBTIConsumer Defensive154,732$8.2M6.38%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services16,243$8.2M6.34%
PHILIP MORRIS INTERNATIONAL INCPMConsumer Defensive49,902$8.1M6.28%
ALPHABET INCGOOGLEquity32,793$8.0M6.19%
ALTRIA GROUP INCMOEquity120,473$8.0M6.18%
SS&C TECHNOLOGIES HOLDINGS INCSSNCTechnology74,485$6.6M5.13%
COCA COLA COKOConsumer Defensive68,953$4.6M3.55%
MONDELEZ INTERNATIONAL INCMDLZConsumer Defensive70,337$4.4M3.41%
WALT DISNEY CODISCommunication Services31,737$3.6M2.82%
KENVUE INCKVUEConsumer Defensive221,949$3.6M2.80%
PEPSICO INCPEPConsumer Defensive25,586$3.6M2.79%
VISA INC-CLASS A SHARESVFinancial Services10,457$3.6M2.77%
MICROSOFT CORPMSFTTechnology6,821$3.5M2.74%
ADOBE INCADBETechnology9,733$3.4M2.66%
ALPHABET INCGOOGEquity13,582$3.3M2.57%
BERKSHIRE HATHAWAY INCBRK.AFinancial Services4$3.0M2.34%
UNILEVER PLCULConsumer Defensive46,004$2.7M2.12%
MCDONALDS CORPMCDConsumer Cyclical8,963$2.7M2.11%
KIMBERLY CLARK CORPKMBConsumer Defensive21,466$2.7M2.07%
JOHNSON & JOHNSONJNJHealthcare13,663$2.5M1.97%
STARBUCKS CORPSBUXConsumer Cyclical18,710 .6M1.23%
GENUINE PARTS COGPCConsumer Cyclical10,614 .5M1.14%
AUTOZONE INCAZOConsumer Cyclical326 .4M1.09%