StockDriftsStockDriftsTop 41 Kennon-Green & Company, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | Alphabet Inc. Class A | 8.5% | 30.5K | $10.9M | -0.56%(-171) | $92.99(+270.71%) | 2026-06-30 | |
| BTI | British American Tobacco PLC ADR | 6.62% | 137.6K | $8.5M | -0.54%(-744) | $37.09(+50.25%) | 2026-06-30 | |
| PM | Philip Morris International, Inc. | 6.56% | 46.5K | $8.4M | -0.39%(-184) | $92.11(+103.76%) | 2026-06-30 | |
| MO | Altria Group, Inc. | 6.52% | 116.2K | $8.4M | -0.25%(-287) | $43.03(+48.89%) | 2026-06-30 | |
| META | Meta Platforms, Inc. Class A | 6.09% | 13.9K | $7.8M | +0.34%(+47) | $137.28(+322.70%) | 2026-06-30 | |
| HSY | Hershey Company | 5.96% | 43.6K | $7.6M | -0.37%(-161) | $194.69(-6.03%) | 2026-06-30 | |
| BRK.B | Berkshire Hathaway, Inc. Class B | 5.95% | 15.2K | $7.6M | -0.64%(-98) | $288.99(+73.48%) | 2026-06-30 | |
| KO | Coca-Cola Company | 4.18% | 66.0K | $5.4M | -0.64%(-424) | $59.82(+46.45%) | 2026-06-30 | |
| MDLZ | Mondelez International, Inc. Class A | 4.14% | 91.7K | $5.3M | -0.45%(-416) | $61.49(+1.12%) | 2026-06-30 | |
| PEP | Pepsico, Inc. | 4.12% | 39.0K | $5.3M | +4.79%(+1.78K) | $153.04(-9.59%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.58% | +35.22% | — | — | +43.40% |
| Top 20 Holdings Unweighted | +7.55% | +24.39% | — | — | +34.78% |
Kennon-Green & Company, LLC reports $128.25M in US-listed equity holdings across 41 positions in its most recent 13F filing. Its largest disclosed positions are GOOGL (8.5%), BTI (6.6%) and PM (6.6%). The top 20 holdings account for 84.36% of reported assets. Its disclosed equity book has returned +35.22% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Kennon-Green & Company, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1963352). View Kennon-Green & Company, LLC’s 13F filings on SEC