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Caldwell Trust’s Kraft Heinz 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
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 $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Caldwell Trust's KHC Position: Q1 2026 in Review

Caldwell Trust increased its Kraft Heinz (KHC) stake by 55% in Q1 2026, buying an estimated $3.25K and bringing the position to 389 shares worth $8.75K. The position accounts for ﹤0.01% of the portfolio, ranked #672.

Caldwell Trust first reported a position in KHC in Q4 2019 and has held it in 26 quarters since. The position peaked at $59.2K in Q4 2019. 1,087 funds tracked by Wall St. Rank hold KHC as of Q1 2026.

  • Caldwell Trust held 389 shares of Kraft Heinz worth $8.75K as of Q1 2026.
  • Caldwell Trust bought 138 Kraft Heinz shares in Q1 2026, an estimated $3.25K.
  • Kraft Heinz made up ﹤0.01% of Caldwell Trust's portfolio in Q1 2026, its #672 holding.
  • Caldwell Trust first reported a position in Kraft Heinz in Q4 2019 and has held it in 26 quarters since.
  • Caldwell Trust's Kraft Heinz position peaked at $59.2K in Q4 2019.
  • 1,087 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.