Kennon-Green & Company, LLC

Est. AUM

$122.0M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	Hershey Company	Stock	$9.1M	43715	7.45%	SOLE
2	Alphabet Inc. Class A	Stock	$8.8M	30674	7.23%	SOLE
3	British American Tobacco PLC ADR	ADR	$8.1M	138312	6.63%	SOLE
4	Meta Platforms, Inc. Class A	Stock	$7.9M	13829	6.49%	SOLE
5	Philip Morris International, Inc.	Stock	$7.7M	46684	6.33%	SOLE
6	Altria Group, Inc.	Stock	$7.7M	116526	6.30%	SOLE
7	Berkshire Hathaway, Inc. Class B	Stock	$7.4M	15344	6.03%	SOLE
8	Pepsico, Inc.	Stock	$5.8M	37211	4.74%	SOLE
9	Mondelez International, Inc. Class A	Stock	$5.3M	92104	4.35%	SOLE
10	Coca-Cola Company	Stock	$5.1M	66433	4.14%	SOLE
11	SS&C Technologies Holdings, Inc.	Stock	$4.7M	70026	3.88%	SOLE
12	Kenvue Inc.	Stock	$3.7M	212291	3.00%	SOLE
13	Alphabet Inc. Class C	Stock	$3.6M	12670	2.98%	SOLE
14	Adobe Systems, Inc.	Stock	$3.1M	12945	2.58%	SOLE
15	Berkshire Hathaway, Inc. Class A	Stock	$2.9M	4	2.36%	SOLE
16	Visa, Inc. Class A	Stock	$2.9M	9460	2.34%	SOLE
17	Johnson & Johnson	Stock	$2.9M	11666	2.34%	SOLE
18	McDonald's Corporation	Stock	$2.8M	8960	2.28%	SOLE
19	Walt Disney Company	Stock	$2.5M	25781	2.04%	SOLE
20	Microsoft Corporation	Stock	$2.5M	6706	2.03%	SOLE
21	Unilever PLC ADR	ADR	$2.1M	36340	1.70%	SOLE
22	Kimberly-Clark Corporation	Stock	$1.8M	18860	1.49%	SOLE
23	Amazon.com, Inc.	Stock	$1.3M	6028	1.03%	SOLE
24	Clorox Company	Stock	$1.3M	12061	1.02%	SOLE
25	Procter & Gamble Company	Stock	$1.2M	8536	1.01%	SOLE
26	Domino's Pizza, Inc.	Stock	$1.2M	3264	0.96%	SOLE
27	Novartis AG ADR	ADR	$1.1M	7457	0.93%	SOLE
28	Genuine Parts Company	Stock	$1.1M	9965	0.86%	SOLE
29	AutoZone, Inc.	Stock	$1.0M	308	0.85%	SOLE
30	Colgate-Palmolive Company	Stock	$1.0M	12056	0.84%	SOLE
31	McCormick & Co., Inc. Non-Voting	Stock	$870K	17256	0.71%	SOLE
32	Apple, Inc.	Stock	$850K	3349	0.70%	SOLE
33	Intuit, Inc.	Stock	$742K	1716	0.61%	SOLE
34	The Magnum Ice Cream Company N.V.	Stock	$687K	45982	0.56%	SOLE
35	iShares 0-3 Month Treasury Bond ETF	ETF	$433K	4299	0.35%	SOLE
36	Brown-Forman Corporation Class A	Stock	$324K	12091	0.27%	SOLE
37	AbbVie, Inc.	Stock	$296K	1361	0.24%	SOLE
38	McCormick & Co., Inc. Voting	Stock	$214K	4253	0.18%	SOLE
39	C.H. Robinson Worldwide, Inc.	Stock	$200K	1205	0.16%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.