Bartlett & Co Wealth Management’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $70K | Buy |
3,124
+785
| +34% | +$18.5K | ﹤0.01% | 623 |
|
|
2025
Q4 | $56.7K | Sell |
2,339
-1,301
| -36% | -$32.4K | ﹤0.01% | 642 |
|
|
2025
Q3 | $94.8K | Hold |
3,640
| – | – | ﹤0.01% | 566 |
|
|
2025
Q2 | $94K | Hold |
3,640
| – | – | ﹤0.01% | 558 |
|
|
2025
Q1 | $111K | Sell |
3,640
-9,200
| -72% | -$275K | ﹤0.01% | 529 |
|
|
2024
Q4 | $394K | Hold |
12,840
| – | – | 0.01% | 353 |
|
|
2024
Q3 | $451K | Sell |
12,840
-198
| -2% | -$6.81K | 0.01% | 340 |
|
|
2024
Q2 | $420K | Buy |
13,038
+1
| +0% | +$36 | 0.01% | 346 |
|
|
2024
Q1 | $481K | Sell |
13,037
-2,315
| -15% | -$84.1K | 0.01% | 332 |
|
|
2023
Q4 | $570K | Sell |
15,352
-600
| -4% | -$20.4K | 0.01% | 331 |
|
|
2023
Q3 | $537K | Sell |
15,952
-907
| -5% | -$31.3K | 0.01% | 326 |
|
|
2023
Q2 | $598K | Buy |
16,859
+15,450
| +1,097% | +$594K | 0.01% | 321 |
|
|
2023
Q1 | $54.5K | Sell |
1,409
-353
| -20% | -$14K | ﹤0.01% | 557 |
|
|
2022
Q4 | $71.7K | Buy |
1,762
+333
| +23% | +$12.6K | ﹤0.01% | 524 |
|
|
2022
Q3 | $47.7K | Sell |
1,429
-20
| -1% | -$743 | ﹤0.01% | 572 |
|
|
2022
Q2 | $55.3K | Hold |
1,449
| – | – | ﹤0.01% | 558 |
|
|
2022
Q1 | $57.1K | Buy |
+1,449
| New | +$54.3K | ﹤0.01% | 566 |
|
|
2021
Q4 | – | Sell |
-449
| Closed | -$16.5K | – | 655 |
|
|
2021
Q3 | $16.5K | Sell |
449
-15
| -3% | -$565 | ﹤0.01% | 657 |
|
|
2021
Q2 | $18.9K | Hold |
464
| – | – | ﹤0.01% | 630 |
|
|
2021
Q1 | $18.6K | Sell |
464
-116
| -20% | -$4.18K | ﹤0.01% | 673 |
|
|
2020
Q4 | $20.1K | Buy |
580
+96
| +20% | +$3.12K | ﹤0.01% | 666 |
|
|
2020
Q3 | $14.5K | Sell |
484
-100
| -17% | -$3.33K | ﹤0.01% | 652 |
|
|
2020
Q2 | $18.6K | Sell |
584
-767
| -57% | -$23K | ﹤0.01% | 614 |
|
|
2020
Q1 | $33.4K | Hold |
1,351
| – | – | ﹤0.01% | 526 |
|
|
2019
Q4 | $43.4K | Sell |
1,351
-402
| -23% | -$12.2K | ﹤0.01% | 556 |
|
|
2019
Q3 | $49K | Sell |
1,753
-198
| -10% | -$5.7K | ﹤0.01% | 534 |
|
|
2019
Q2 | $60.5K | Buy |
1,951
+291
| +18% | +$9.18K | ﹤0.01% | 409 |
|
|
2019
Q1 | $54.2K | Sell |
1,660
-2,070
| -55% | -$84.4K | ﹤0.01% | 410 |
|
|
2018
Q4 | $161K | Sell |
3,730
-300
| -7% | -$15.5K | 0.01% | 264 |
|
|
2018
Q3 | $222K | Sell |
4,030
-567
| -12% | -$33.9K | 0.01% | 247 |
|
|
2018
Q2 | $289K | Sell |
4,597
-29
| -0.6% | -$1.72K | 0.01% | 225 |
|
|
2018
Q1 | $288K | Buy |
+4,626
| New | +$331K | 0.01% | 224 |
|
Other funds holding KHC
VCM
VPM
Bartlett & Co Wealth Management's KHC Position: Q1 2026 in Review
Bartlett & Co Wealth Management increased its Kraft Heinz (KHC) stake by 34% in Q1 2026, buying an estimated $18.5K and bringing the position to 3,124 shares worth $70K. The position accounts for ﹤0.01% of the portfolio, ranked #623.
Bartlett & Co Wealth Management first reported a position in KHC in Q1 2018 and has held it in 32 quarters since. The position peaked at $598K in Q2 2023. 1,086 funds tracked by Wall St. Rank hold KHC as of Q1 2026.
- Bartlett & Co Wealth Management held 3,124 shares of Kraft Heinz worth $70K as of Q1 2026.
- Bartlett & Co Wealth Management bought 785 Kraft Heinz shares in Q1 2026, an estimated $18.5K.
- Kraft Heinz made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #623 holding.
- Bartlett & Co Wealth Management first reported a position in Kraft Heinz in Q1 2018 and has held it in 32 quarters since.
- Bartlett & Co Wealth Management's Kraft Heinz position peaked at $598K in Q2 2023.
- 1,086 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2026.
Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.