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Ballentine Partners’s Kraft Heinz KHC Stock Holding History

Ballentine Partners’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 		$280K Buy
+11,852
New +$274K ﹤0.01% 828
2026
Q1 		– Sell
-10,767
Closed -$261K – 1060
2025
Q4 		$261K Buy
+10,767
New +$268K ﹤0.01% 789
2024
Q4 		– Sell
-16,309
Closed -$573K – 921
2024
Q3 		$573K Buy
16,309
+103
+0.6% +$3.54K 0.01% 392
2024
Q2 		$522K Buy
+16,206
New +$578K 0.01% 396

Other funds holding KHC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Ballentine Partners's KHC Position: Q2 2026 in Review

Ballentine Partners opened a new position in Kraft Heinz (KHC) in Q2 2026: 11,852 shares worth $280K. The stake represents ﹤0.01% of the portfolio and ranks #828 among its holdings. This is a return to the name: Ballentine Partners previously reported a position in KHC as recently as Q4 2025.

Ballentine Partners first reported a position in KHC in Q2 2024 and has held it in 4 quarters since. The position peaked at $573K in Q3 2024. 210 funds tracked by Wall St. Rank hold KHC as of Q2 2026.

  • Ballentine Partners held 11,852 shares of Kraft Heinz worth $280K as of Q2 2026.
  • Kraft Heinz was a new Ballentine Partners position in Q2 2026.
  • Kraft Heinz made up ﹤0.01% of Ballentine Partners's portfolio in Q2 2026, its #828 holding.
  • Ballentine Partners first reported a position in Kraft Heinz in Q2 2024 and has held it in 4 quarters since.
  • Ballentine Partners's Kraft Heinz position peaked at $573K in Q3 2024.
  • 210 funds tracked by Wall St. Rank held Kraft Heinz as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.