Kennon-Green & Company LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Keyboard
Kennon-Green & Company LLC
CRD #284713
SEC #801-126091
CIK #0001963352
AUM 171.4 M (2026-03-19)
Employees 4 (50% Investors, 0% Brokers)
Fees
Minimum
Phone614-656-3638
Address5031 Forest Drive
New Albany, OH 43054-7089
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
180144108723602010201520212027
CIK Period
0001963352
Sector Form 13F Holdings Value ($M)
Hershey Co 9.1
Alphabet Inc 8.8
British American Tobacco PLC 8.1
Facebook Inc 7.9
Philip Morris International Inc 7.7
Altria Group Inc 7.7
PepsiCo Inc 5.8
Kraft Foods Inc 5.3
Coca Cola Co 5.1
SS&C Technologies Holdings Inc 4.7
Kenvue Inc 3.7
Alphabet Inc 3.6
Adobe Systems Inc 3.1
Visa Inc 2.9
Johnson & Johnson 2.9
McDonalds Corp 2.8
Walt Disney Co 2.5
Microsoft Corp 2.5
Unilever PLC 2.1
Kimberly Clark Corp 1.8
Amazon Com Inc 1.3
Clorox Co /DE/ 1.2
Procter & Gamble Co 1.2
Dominos Pizza Inc 1.2
Novartis AG 1.1
Genuine Parts Co 1.1
Autozone Inc 1.0
Colgate Palmolive Co 1.0
 
 
 
Prev | Page 1 | Next
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 37 17.2
(b) Individuals (high net worth individuals) 53 154.1
(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 292 171.4
By Discretionary
Discretionary 292 171.4
Non-Discretionary 0 0.0
Total 292 171.4
By Non-United States Persons
Non-United States Persons 1.8
United States Persons 169.6
Total 292 171.4
EDGAR Form CIK 2011 - 2026
13F-HR [0001963352]
Firm Profile (Form ADV)
Discretionary AUM$0.1B
ServesInstitutional, Retail
Comparable Firms State AUM
Evolution Wealth Management Inc
FL 171.7 M
Ellerbrock-Norris Wealth Strategies LLC
NE 171.6 M
Voyage Wealth Management LLC
171.5 M
Assabet Advisors LLC
MA 171.4 M
Granada Wealth Management LLC
NC 171.4 M
Hoover Private Wealth LLC
MI 171.3 M
TAM Financial Advisors LLC
171.3 M
Intentional Wealth Strategies
CO 171.3 M
Entruity Wealth LLC
CA 171.3 M
PEB Capital Management LLC
OH 171.0 M
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com