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| Kennon-Green & Company LLC
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|---|---|
| CRD # | 284713 |
| SEC # | 801-126091 |
| CIK # | 0001963352 |
| AUM | $171.4 M (2026-03-19) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 614-656-3638 |
| Address | 5031 Forest Drive New Albany, OH 43054-7089 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001963352 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Hershey Co | 9.1 | ||
| Alphabet Inc | 8.8 | ||
| British American Tobacco PLC | 8.1 | ||
| Facebook Inc | 7.9 | ||
| Philip Morris International Inc | 7.7 | ||
| Altria Group Inc | 7.7 | ||
| PepsiCo Inc | 5.8 | ||
| Kraft Foods Inc | 5.3 | ||
| Coca Cola Co | 5.1 | ||
| SS&C Technologies Holdings Inc | 4.7 | ||
| Kenvue Inc | 3.7 | ||
| Alphabet Inc | 3.6 | ||
| Adobe Systems Inc | 3.1 | ||
| Visa Inc | 2.9 | ||
| Johnson & Johnson | 2.9 | ||
| McDonalds Corp | 2.8 | ||
| Walt Disney Co | 2.5 | ||
| Microsoft Corp | 2.5 | ||
| Unilever PLC | 2.1 | ||
| Kimberly Clark Corp | 1.8 | ||
| Amazon Com Inc | 1.3 | ||
| Clorox Co /DE/ | 1.2 | ||
| Procter & Gamble Co | 1.2 | ||
| Dominos Pizza Inc | 1.2 | ||
| Novartis AG | 1.1 | ||
| Genuine Parts Co | 1.1 | ||
| Autozone Inc | 1.0 | ||
| Colgate Palmolive Co | 1.0 | ||
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| AUM Breakdown | Accounts | AUM ($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] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Evolution Wealth Management Inc
✚
|
FL | 0.2 |
|
Ellerbrock-Norris Wealth Strategies LLC
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NE | 0.2 |
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Voyage Wealth Management LLC
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0.2 | |
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Assabet Advisors LLC
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Granada Wealth Management LLC
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NC | 0.2 |
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Hoover Private Wealth LLC
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|
MI | 0.2 |
|
TAM Financial Advisors LLC
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|
0.2 | |
|
Intentional Wealth Strategies
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CO | 0.2 |
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Entruity Wealth LLC
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CA | 0.2 |
|
PEB Capital Management LLC
✚
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OH | 0.2 |