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Cape Investment Advisory’s Kraft Heinz KHC Stock Holding History

Cape Investment Advisory’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 		$203K Sell
8,597
-420
-5% -$9.69K 0.05% 226
2026
Q1 		$203K Sell
9,017
-6,885
-43% -$162K 0.07% 220
2025
Q4 		$386K Buy
15,902
+15,429
+3,262% +$384K 0.12% 138
2025
Q3 		$12.3K Sell
473
-824
-64% -$22.4K 0.01% 372
2025
Q2 		$33.5K Buy
1,297
+807
+165% +$22.4K 0.01% 424
2025
Q1 		$14.9K Sell
490
-433
-47% -$13K 0.01% 535
2024
Q4 		$28.4K Buy
923
+200
+28% +$6.55K 0.01% 423
2024
Q3 		$25.4K Buy
723
+1
+0.1% +$34 0.01% 418
2024
Q2 		$23.3K Buy
722
+1
+0.1% +$36 0.01% 405
2024
Q1 		$26.6K Buy
721
+1
+0.1% +$36 0.01% 400
2023
Q4 		$26.6K Hold
720
– – 0.01% 476
2023
Q3 		$24.2K Buy
720
+1
+0.1% +$35 0.01% 413
2023
Q2 		$25.5K Buy
719
+50
+7% +$1.92K 0.01% 402
2023
Q1 		$25.9K Buy
+669
New +$26.5K 0.02% 380

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

Cape Investment Advisory's KHC Position: Q2 2026 in Review

Cape Investment Advisory reduced its Kraft Heinz (KHC) stake by 4.7% in Q2 2026, selling an estimated $9.69K and leaving 8,597 shares worth $203K. The position accounts for 0.05% of the portfolio, ranked #226.

Cape Investment Advisory first reported a position in KHC in Q1 2023 and has held it in 14 quarters since. The position peaked at $386K in Q4 2025. 1,105 funds tracked by Wall St. Rank hold KHC as of Q2 2026.

  • Cape Investment Advisory held 8,597 shares of Kraft Heinz worth $203K as of Q2 2026.
  • Cape Investment Advisory sold 420 Kraft Heinz shares in Q2 2026, an estimated $9.69K.
  • Kraft Heinz made up 0.05% of Cape Investment Advisory's portfolio in Q2 2026, its #226 holding.
  • Cape Investment Advisory first reported a position in Kraft Heinz in Q1 2023 and has held it in 14 quarters since.
  • Cape Investment Advisory's Kraft Heinz position peaked at $386K in Q4 2025.
  • 1,105 funds tracked by Wall St. Rank held Kraft Heinz as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.