AE Wealth Management’s Kraft Heinz KHC Stock Holding History

AE Wealth Management’s Portfolio KHC Stock Details KHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.43M	Buy	187,507 +33,867	+22%	+$782K	0.02%	459
2026 Q1	$3.46M	Buy	153,640 +22,910	+18%	+$539K	0.02%	497
2025 Q4	$3.17M	Buy	130,730 +10,997	+9%	+$274K	0.02%	481
2025 Q3	$3.12M	Buy	119,733 +14,652	+14%	+$398K	0.02%	452
2025 Q2	$2.71M	Buy	105,081 +15,393	+17%	+$427K	0.02%	470
2025 Q1	$2.73M	Sell	89,688 -4,459	-5%	-$133K	0.02%	455
2024 Q4	$2.89M	Buy	94,147 +3,306	+4%	+$108K	0.02%	454
2024 Q3	$3.19M	Buy	90,841 +576	+0.6%	+$19.8K	0.03%	425
2024 Q2	$2.91M	Buy	90,265 +20,365	+29%	+$726K	0.03%	440
2024 Q1	$2.58M	Sell	69,900 -16,546	-19%	-$601K	0.03%	439
2023 Q4	$3.22M	Buy	86,446 +3,872	+5%	+$132K	0.02%	736
2023 Q3	$2.78M	Buy	82,574 +5,454	+7%	+$188K	0.02%	734
2023 Q2	$2.74M	Buy	77,120 +1,661	+2%	+$63.9K	0.02%	737
2023 Q1	$2.92M	Sell	75,459 -1,590	-2%	-$63K	0.02%	673
2022 Q4	$3.14M	Sell	77,049 -5,397	-7%	-$205K	0.02%	602
2022 Q3	$2.75M	Buy	82,446 +3,348	+4%	+$124K	0.02%	601
2022 Q2	$3.02M	Buy	79,098 +3,996	+5%	+$160K	0.02%	536
2022 Q1	$2.96M	Buy	75,102 +13,427	+22%	+$503K	0.02%	591
2021 Q4	$2.21M	Sell	61,675 -9,475	-13%	-$340K	0.02%	669
2021 Q3	$2.62M	Buy	71,150 +2,551	+4%	+$96K	0.02%	562
2021 Q2	$2.8M	Buy	68,599 +3,290	+5%	+$138K	0.02%	537
2021 Q1	$2.61M	Buy	65,309 +4,035	+7%	+$145K	0.03%	496
2020 Q4	$2.12M	Buy	61,274 +14,449	+31%	+$469K	0.02%	482
2020 Q3	$1.4M	Buy	46,825 +4,354	+10%	+$145K	0.02%	531
2020 Q2	$1.35M	Buy	42,471 +22,865	+117%	+$687K	0.02%	522
2020 Q1	$485K	Buy	19,606 +9,831	+101%	+$270K	0.01%	694
2019 Q4	$314K	Buy	9,775 +848	+9%	+$25.7K	0.01%	885
2019 Q3	$249K	Sell	8,927 -3,912	-30%	-$113K	0.01%	850
2019 Q2	$399K	Buy	12,839 +1,432	+13%	+$45.1K	0.01%	649
2019 Q1	$372K	Sell	11,407 -78	-0.7%	-$3.18K	0.03%	413
2018 Q4	$494K	Sell	11,485 -3,803	-25%	-$197K	0.08%	248
2018 Q3	$843K	Buy	15,288 +5,790	+61%	+$346K	0.05%	243
2018 Q2	$597K	Buy	9,498 +3,937	+71%	+$234K	0.04%	238
2018 Q1	$346K	Buy	5,561 +1,768	+47%	+$127K	0.03%	301
2017 Q4	$295K	Buy	3,793 +510	+16%	+$40.1K	0.03%	322
2017 Q3	$255K	Buy	3,283 +494	+18%	+$41.3K	0.02%	335
2017 Q2	$239K	Buy	2,789 +255	+10%	+$23.1K	0.03%	329
2017 Q1	$230K	Sell	2,534 -803	-24%	-$72.4K	0.04%	239
2016 Q4	$291K	Buy	+3,337	New	+$285K	0.12%	153

Other funds holding KHC

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

AE Wealth Management's KHC Position: Q2 2026 in Review

AE Wealth Management increased its Kraft Heinz (KHC) stake by 22% in Q2 2026, buying an estimated $782K and bringing the position to 187,507 shares worth $4.43M. The position accounts for 0.02% of the portfolio, ranked #459.

AE Wealth Management first reported a position in KHC in Q4 2016 and has held it in 39 quarters since. 1,111 funds tracked by Wall St. Rank hold KHC as of Q2 2026.

AE Wealth Management held 187,507 shares of Kraft Heinz worth $4.43M as of Q2 2026.
AE Wealth Management bought 33,867 Kraft Heinz shares in Q2 2026, an estimated $782K.
Kraft Heinz made up 0.02% of AE Wealth Management's portfolio in Q2 2026, its #459 holding.
AE Wealth Management first reported a position in Kraft Heinz in Q4 2016 and has held it in 39 quarters since.
1,111 funds tracked by Wall St. Rank held Kraft Heinz as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.