Kennon-Green & Company LLC

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Assets, Funds, Holdings

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Kennon-Green & Company LLC
CRD #284713
SEC #801-126091
CIK #0001963352
AUM $154.6 M (2025-03-18)
Employees 4 (50% Investors, 0% Brokers)
Phone614-656-3638
Address5031 Forest Drive
New Albany, OH 43054-7089
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
16012896643202011201620212026
Sector Form 13F Holdings Value ($M)
Facebook Inc 10.3
Philip Morris International Inc 8.9
Hershey Co 7.8
British American Tobacco PLC 7.2
Altria Group Inc 7.0
SS&C Technologies Holdings Inc 6.2
Alphabet Inc 5.7
Coca Cola Co 4.9
Kraft Foods Inc 4.7
Kenvue Inc 4.5
View All
Holdings by Sector ($M)
13010478522602023202420252026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 44 19.9
(b) Individuals (high net worth individuals) 48 134.7
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 279 154.6
By Discretionary
Discretionary 279 154.6
Non-Discretionary 0 0.0
Total 279 154.6
By Non-United States Persons
Non-United States Persons 1.5
United States Persons 153.1
Total 279 154.6
EDGAR Form CIK 2011 - 2025
13F-HR [0001963352]
Comparable Firms State AUM ($B)
WJ Financial Advisors LLC
CT 0.2
Authentikos Wealth Advisory LLC
CA 0.2
Bey-Douglas LLC
GA 0.2
Hillspring Financial Inc
AZ 0.2
Marathon Mission Inc
NY 0.2
Retirement Income Strategies LLC
WI 0.2
Alvin Clay Financial Advisors LLC
PA 0.2
Advocate Investing Services LLC
MD 0.2
TFG Financial Advisors LLC
FL 0.2
Hollingsworth Avent Averre & Purvis PA
NC 0.2
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