Beacon Investment Advisory Services’s Kraft Heinz KHC Stock Holding History

Beacon Investment Advisory Services’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	$7.16K	Hold	303	–	–	﹤0.01%	651
2026 Q1	$6.82K	Buy	+303	New	+$7.13K	﹤0.01%	672
2019 Q2	–	Sell	-10,886	Closed	-$355K	–	232
2019 Q1	$355K	Sell	10,886 -23,800	-69%	-$970K	0.04%	178
2018 Q4	$1.49M	Sell	34,686 -9,574	-22%	-$496K	0.17%	98
2018 Q3	$2.44M	Sell	44,260 -3,869	-8%	-$231K	0.24%	86
2018 Q2	$3.02M	Sell	48,129 -2,117	-4%	-$126K	0.31%	79
2018 Q1	$3.13M	Sell	50,246 -468	-0.9%	-$33.5K	0.32%	79
2017 Q4	$3.94M	Sell	50,714 -12,640	-20%	-$993K	0.42%	71
2017 Q3	$4.91M	Buy	63,354 +57,628	+1,006%	+$4.82M	0.42%	68
2017 Q2	$490K	Buy	5,726 +2,646	+86%	+$240K	0.09%	44
2017 Q1	$280K	Buy	+3,080	New	+$278K	0.05%	70

Other funds holding KHC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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 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 Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Beacon Investment Advisory Services's KHC Position: Q2 2026 in Review

Beacon Investment Advisory Services held its Kraft Heinz (KHC) position steady in Q2 2026 at 303 shares worth $7.16K. The position accounts for ﹤0.01% of the portfolio, ranked #651.

Beacon Investment Advisory Services first reported a position in KHC in Q1 2017 and has held it in 11 quarters since. The position peaked at $4.91M in Q3 2017. 280 funds tracked by Wall St. Rank hold KHC as of Q2 2026.

Beacon Investment Advisory Services held 303 shares of Kraft Heinz worth $7.16K as of Q2 2026.
Beacon Investment Advisory Services left its Kraft Heinz share count unchanged in Q2 2026.
Kraft Heinz made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #651 holding.
Beacon Investment Advisory Services first reported a position in Kraft Heinz in Q1 2017 and has held it in 11 quarters since.
Beacon Investment Advisory Services's Kraft Heinz position peaked at $4.91M in Q3 2017.
280 funds tracked by Wall St. Rank held Kraft Heinz as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.