StockDriftsStockDriftsTop 42 Kennon-Green & Company LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | Alphabet Inc. Class A | 7.82% | 29.7K | $10.2M | -2.78%(-849) | $92.99(+270.14%) | 2026-09-30 | |
| META | Meta Platforms, Inc. Class A | 7.6% | 13.7K | $9.9M | -1.45%(-201) | $137.28(+413.86%) | 2026-09-30 | |
| PM | Philip Morris International, Inc. | 6.45% | 44.1K | $8.4M | -5.16%(-2.40K) | $92.11(+118.27%) | 2026-09-30 | |
| MO | Altria Group, Inc. | 5.59% | 108.4K | $7.3M | -6.71%(-7.80K) | $43.03(+72.19%) | 2026-09-30 | |
| BTI | British American Tobacco PLC ADR | 5.41% | 129.8K | $7.1M | -5.61%(-7.72K) | $37.09(+57.75%) | 2026-09-30 | |
| BRK.B | Berkshire Hathaway, Inc. Class B | 5.25% | 13.8K | $6.9M | -9.73%(-1.48K) | $288.99(+84.17%) | 2026-09-30 | |
| HSY | Hershey Company | 5.19% | 43.0K | $6.8M | -1.33%(-578) | $194.69(-14.22%) | 2026-09-30 | |
| PEP | Pepsico, Inc. | 4.51% | 46.4K | $5.9M | +19.12%(+7.46K) | $149.51(-10.66%) | 2026-09-30 | |
| MDLZ | Mondelez International, Inc. Class A | 4.27% | 96.4K | $5.6M | +5.12%(+4.70K) | $61.31(+3.31%) | 2026-09-30 | |
| CRM | Salesforce.com, Inc. | 4.25% | 24.1K | $5.5M | new | $193.12(+25.55%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (15 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.08% | +44.61% | — | — | +45.80% |
| Top 20 Holdings Unweighted | +10.75% | +35.84% | — | — | +39.01% |
Kennon-Green & Company LLC reports $130.53M in US-listed equity holdings across 42 positions in its most recent 13F filing. Its largest disclosed positions are GOOGL (7.8%), META (7.6%) and PM (6.5%). The top 20 holdings account for 84.9% of reported assets. Its disclosed equity book has returned +44.61% on a three-year cumulative basis. Figures reflect the Q3 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