account_balance
Investment manager · 13F filer · SEC CIK 1963352
Kennon-Green & Company, LLC
Reported value$131Mas of Sep 30, 2026
Positions42 2 new, 1 sold out
Top 10 weight56.3%GOOGL alone is 8%
FiledOct 55 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
GOOGLAlphabet Inc.
7.8%Trimmed −3%
METAMeta Platforms, Inc.
7.6%
PMPhilip Morris International Inc.
6.4%Trimmed −5%
MOAltria Group, Inc.
5.6%Trimmed −7%
BTIBritish American Tobacco p.l.c.
5.4%Trimmed −6%
BRK-BBerkshire Hathaway Inc
5.3%Trimmed −10%
HSYHershey Co
5.2%
PEPPepsiCo Inc
4.5%Added +19%
MDLZMondelez International, Inc.
4.3%Added +5%
CRMSalesforce, Inc.
4.2%New
KOCoca-Cola Co
4.1%−7%
SSNCSS&C Technologies Holdings Inc
4.0%Trimmed −2%
GOOGLAlphabet Inc.
7.8%−3%
METAMeta Platforms, Inc.
7.6%
PMPhilip Morris International Inc.
6.4%
MOAltria Group, Inc.
5.6%−7%
BTIBritish American Tobacco p.l.c.
5.4%−6%
BRK-BBerkshire Hathaway Inc
5.3%−10%
HSYHershey Co
5.2%
PEPPepsiCo Inc
4.5%
MDLZMondelez International, Inc.
4.3%
CRMSalesforce, Inc.
4.2%
KOCoca-Cola Co
4.1%
SSNCSS&C Technologies Holdings Inc
4.0%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
GOOGL Alphabet Inc. 7.8% Trimmed −3%META Meta Platforms, Inc. 7.6% HeldPM Philip Morris International Inc. 6.4% Trimmed −5%MO Altria Group, Inc. 5.6% Trimmed −7%BTI British American Tobacco p.l.c. 5.4% Trimmed −6%BRK-B Berkshire Hathaway Inc 5.3% Trimmed −10%HSY Hershey Co 5.2% HeldPEP PepsiCo Inc 4.5% Added +19%MDLZ Mondelez International, Inc. 4.3% Added +5%CRM Salesforce, Inc. 4.2% NewKO Coca-Cola Co 4.1% Trimmed −7%SSNC SS&C Technologies Holdings Inc 4.0% Trimmed −2%
What changed
Biggest moves since Jun 30, 2026
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