Beacon Pointe Advisors’s Kraft Heinz KHC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,500
Closed -$55.4K 1339
2024
Q1
$55.4K Buy
+1,500
New +$54.5K ﹤0.01% 1327

Other funds holding KHC

Beacon Pointe Advisors's KHC Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Kraft Heinz (KHC) stake by 1.6% in Q1 2026, buying an estimated $120K and bringing the position to 314,876 shares worth $7.08M. The position accounts for 0.04% of the portfolio, ranked #390.

Beacon Pointe Advisors first reported a position in KHC in Q2 2021 and has held it in 19 quarters since. The position peaked at $10.6M in Q4 2023. 1,086 funds tracked by Wall St. Rank hold KHC as of Q1 2026.

  • Beacon Pointe Advisors held 314,876 shares of Kraft Heinz worth $7.08M as of Q1 2026.
  • Beacon Pointe Advisors bought 5,092 Kraft Heinz shares in Q1 2026, an estimated $120K.
  • Kraft Heinz made up 0.04% of Beacon Pointe Advisors's portfolio in Q1 2026, its #390 holding.
  • Beacon Pointe Advisors first reported a position in Kraft Heinz in Q2 2021 and has held it in 19 quarters since.
  • Beacon Pointe Advisors's Kraft Heinz position peaked at $10.6M in Q4 2023.
  • 1,086 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.