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Caldwell Trust’s The Kraft Heinz Company KHC Stock Holding History

Caldwell Trust’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 		$9.19K Hold
389
– – ﹤0.01% 691
2026
Q1 		$8.75K Buy
389
+138
+55% +$3.25K ﹤0.01% 672
2025
Q4 		$6.09K Hold
251
– – ﹤0.01% 683
2025
Q3 		$6.54K Hold
251
– – ﹤0.01% 675
2025
Q2 		$6.48K Sell
251
-424
-63% -$11.8K ﹤0.01% 674
2025
Q1 		$20.5K Sell
675
-87
-11% -$2.6K ﹤0.01% 555
2024
Q4 		$23.4K Sell
762
-34
-4% -$1.11K ﹤0.01% 530
2024
Q3 		$27.9K Buy
796
+459
+136% +$15.8K ﹤0.01% 516
2024
Q2 		$10.9K Sell
337
-257
-43% -$9.16K ﹤0.01% 606
2024
Q1 		$21.9K Buy
594
+387
+187% +$14.1K ﹤0.01% 545
2023
Q4 		$7.66K Sell
207
-11
-5% -$374 ﹤0.01% 623
2023
Q3 		$7.33K Hold
218
– – ﹤0.01% 631
2023
Q2 		$7.74K Sell
218
-50
-19% -$1.92K ﹤0.01% 645
2023
Q1 		$10.4K Hold
268
– – ﹤0.01% 620
2022
Q4 		$10.9K Hold
268
– – ﹤0.01% 609
2022
Q3 		$8.94K Hold
268
– – ﹤0.01% 620
2022
Q2 		$10.2K Hold
268
– – ﹤0.01% 625
2022
Q1 		$10.6K Hold
268
– – ﹤0.01% 637
2021
Q4 		$9.62K Hold
268
– – ﹤0.01% 642
2021
Q3 		$9.87K Hold
268
– – ﹤0.01% 636
2021
Q2 		$10.9K Sell
268
-330
-55% -$13.9K ﹤0.01% 637
2021
Q1 		$23.9K Sell
598
-130
-18% -$4.68K ﹤0.01% 531
2020
Q4 		$25.2K Sell
728
-360
-33% -$11.7K ﹤0.01% 510
2020
Q3 		$32.6K Sell
1,088
-214
-16% -$7.12K 0.01% 464
2020
Q2 		$41.5K Sell
1,302
-5
-0.4% -$150 0.01% 436
2020
Q1 		$32.3K Sell
1,307
-534
-29% -$14.6K 0.01% 470
2019
Q4 		$59.2K Buy
+1,841
New +$55.8K 0.01% 435

Other funds holding KHC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Caldwell Trust's KHC Position: Q2 2026 in Review

Caldwell Trust held its The Kraft Heinz Company (KHC) position steady in Q2 2026 at 389 shares worth $9.19K. The position accounts for ﹤0.01% of the portfolio, ranked #691.

Caldwell Trust first reported a position in KHC in Q4 2019 and has held it in 27 quarters since. The position peaked at $59.2K in Q4 2019. 1,115 funds tracked by Wall St. Rank hold KHC as of Q2 2026.

  • Caldwell Trust held 389 shares of The Kraft Heinz Company worth $9.19K as of Q2 2026.
  • Caldwell Trust left its The Kraft Heinz Company share count unchanged in Q2 2026.
  • The Kraft Heinz Company made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #691 holding.
  • Caldwell Trust first reported a position in The Kraft Heinz Company in Q4 2019 and has held it in 27 quarters since.
  • Caldwell Trust's The Kraft Heinz Company position peaked at $59.2K in Q4 2019.
  • 1,115 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.