StockDrifts LogoStockDrifts

Kennon-Green & Company, LLC

Portfolio Manager
Kennon-Green & Company, LLC
Performance
-2.64% (2026 Q1)
AUM (13F)
$121.99M
# of Holdings
39
Performance Rank
Allocation (Top 20)
85.51%

Kennon-Green & Company, LLC Holdings Map

Top 39 Kennon-Green & Company, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
HSY
Hershey Company
7.45%43.7K$9.1M
-0.99%(-439)
2025-Q1: 43.1K shares2025-Q2: 44.4K shares2025-Q3: 44.5K shares2025-Q4: 44.2K shares2026-Q1: 43.7K shares
$194.69(+0.50%)
2026-03-31
GOOGL
Alphabet Inc. Class A
7.23%30.7K$8.8M
-0.22%(-69)
2025-Q1: 33.0K shares2025-Q2: 32.6K shares2025-Q3: 32.8K shares2025-Q4: 30.7K shares2026-Q1: 30.7K shares
$92.99(+332.99%)
2026-03-31
BTI
British American Tobacco PLC ADR
6.63%138.3K$8.1M
-1.65%(-2.32K)
2025-Q1: 157.7K shares2025-Q2: 155.0K shares2025-Q3: 154.7K shares2025-Q4: 140.6K shares2026-Q1: 138.3K shares
$37.09(+76.19%)
2026-03-31
META
Meta Platforms, Inc. Class A
6.49%13.8K$7.9M
-0.21%(-29)
2025-Q1: 15.2K shares2025-Q2: 14.4K shares2025-Q3: 14.4K shares2025-Q4: 13.9K shares2026-Q1: 13.8K shares
$135.88(+353.80%)
2026-03-31
PM
Philip Morris International, Inc.
6.33%46.7K$7.7M
-0.75%(-354)
2025-Q1: 50.8K shares2025-Q2: 50.0K shares2025-Q3: 49.9K shares2025-Q4: 47.0K shares2026-Q1: 46.7K shares
$92.11(+104.01%)
2026-03-31
MO
Altria Group, Inc.
6.3%116.5K$7.7M
-0.99%(-1.17K)
2025-Q1: 122.9K shares2025-Q2: 120.6K shares2025-Q3: 120.5K shares2025-Q4: 117.7K shares2026-Q1: 116.5K shares
$43.03(+66.26%)
2026-03-31
BRK.B
Berkshire Hathaway, Inc. Class B
6.03%15.3K$7.4M
+0.19%(+29)
2025-Q1: 16.5K shares2025-Q2: 16.2K shares2025-Q3: 16.2K shares2025-Q4: 15.3K shares2026-Q1: 15.3K shares
$288.99(+68.01%)
2026-03-31
PEP
Pepsico, Inc.
4.74%37.2K$5.8M
+1.75%(+640)
2025-Q1: 20.6K shares2025-Q2: 23.2K shares2025-Q3: 25.6K shares2025-Q4: 36.6K shares2026-Q1: 37.2K shares
$153.37(-2.68%)
2026-03-31
MDLZ
Mondelez International, Inc. Class A
4.35%92.1K$5.3M
+1.60%(+1.45K)
2025-Q1: 64.8K shares2025-Q2: 68.7K shares2025-Q3: 70.3K shares2025-Q4: 90.7K shares2026-Q1: 92.1K shares
$61.49(+0.05%)
2026-03-31
KO
Coca-Cola Company
4.14%66.4K$5.1M
-1.15%(-773)
2025-Q1: 70.0K shares2025-Q2: 68.9K shares2025-Q3: 69.0K shares2025-Q4: 67.2K shares2026-Q1: 66.4K shares
$59.82(+34.17%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Kennon-Green & Company, LLC, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all