Capstone Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $617K | Sell |
27,443
-5,476
| -17% | -$129K | ﹤0.01% | 1045 |
|
|
2025
Q4 | $798K | Buy |
32,919
+1,665
| +5% | +$41.4K | ﹤0.01% | 960 |
|
|
2025
Q3 | $814K | Buy |
31,254
+14,359
| +85% | +$390K | ﹤0.01% | 1112 |
|
|
2025
Q2 | $436K | Sell |
16,895
-85,832
| -84% | -$2.38M | ﹤0.01% | 1199 |
|
|
2025
Q1 | $3.13M | Buy |
102,727
+14,014
| +16% | +$419K | 0.01% | 574 |
|
|
2024
Q4 | $2.72M | Buy |
88,713
+52,188
| +143% | +$1.71M | 0.01% | 750 |
|
|
2024
Q3 | $1.28M | Sell |
36,525
-36,867
| -50% | -$1.27M | ﹤0.01% | 883 |
|
|
2024
Q2 | $2.36M | Buy |
+73,392
| New | +$2.62M | 0.01% | 663 |
|
|
2024
Q1 | – | Sell |
-3,997
| Closed | -$145K | – | 2446 |
|
|
2023
Q4 | $148K | Sell |
3,997
-8,022
| -67% | -$273K | ﹤0.01% | 1867 |
|
|
2023
Q3 | $404K | Sell |
12,019
-2,117
| -15% | -$73.1K | ﹤0.01% | 1432 |
|
|
2023
Q2 | $502K | Buy |
14,136
+13,293
| +1,577% | +$511K | ﹤0.01% | 1160 |
|
|
2023
Q1 | $32.6K | Buy |
+843
| New | +$33.4K | ﹤0.01% | 1449 |
|
|
2022
Q4 | – | Sell |
-8,730
| Closed | -$331K | – | 1594 |
|
|
2022
Q3 | $291K | Buy |
8,730
+2,899
| +50% | +$108K | ﹤0.01% | 1394 |
|
|
2022
Q2 | $222K | Buy |
5,831
+5,827
| +145,675% | +$233K | ﹤0.01% | 1401 |
|
|
2022
Q1 | $0 | Sell |
4
-113,394
| -100% | -$4.25M | ﹤0.01% | 2114 |
|
|
2021
Q4 | $4.07M | Buy |
113,398
+47,309
| +72% | +$1.7M | 0.01% | 888 |
|
|
2021
Q3 | $2.43M | Buy |
+66,089
| New | +$2.49M | ﹤0.01% | 1124 |
|
|
2021
Q1 | – | Sell |
-24,042
| Closed | -$866K | – | 1821 |
|
|
2020
Q4 | $833K | Sell |
24,042
-89,530
| -79% | -$2.91M | ﹤0.01% | 1129 |
|
|
2020
Q3 | $3.4M | Buy |
113,572
+107,557
| +1,788% | +$3.58M | 0.02% | 623 |
|
|
2020
Q2 | $192K | Buy |
+6,015
| New | +$181K | ﹤0.01% | 1222 |
|
|
2020
Q1 | – | Sell |
-82,050
| Closed | -$2.25M | – | 1271 |
|
|
2019
Q4 | $2.64M | Sell |
82,050
-4,742
| -5% | -$144K | 0.01% | 755 |
|
|
2019
Q3 | $2.42M | Buy |
86,792
+6,488
| +8% | +$187K | 0.02% | 670 |
|
|
2019
Q2 | $2.49M | Buy |
80,304
+25,539
| +47% | +$805K | 0.02% | 679 |
|
|
2019
Q1 | $1.79M | Buy |
54,765
+36,249
| +196% | +$1.48M | 0.02% | 647 |
|
|
2018
Q4 | $797K | Sell |
18,516
-32,009
| -63% | -$1.66M | 0.01% | 690 |
|
|
2018
Q3 | $2.78M | Buy |
50,525
+48,025
| +1,921% | +$2.87M | 0.03% | 364 |
|
|
2018
Q2 | $157K | Buy |
+2,500
| New | +$148K | ﹤0.01% | 603 |
|
|
2018
Q1 | – | Sell |
-8,700
| Closed | -$676K | – | 455 |
|
|
2017
Q4 | $676K | Sell |
8,700
-17,680
| -67% | -$1.39M | 0.02% | 236 |
|
|
2017
Q3 | $2.04M | Sell |
26,380
-91,468
| -78% | -$7.65M | 0.07% | 158 |
|
|
2017
Q2 | $10.1M | Buy |
+117,848
| New | +$10.7M | 0.27% | 79 |
|
|
2016
Q3 | – | Sell |
-16,900
| Closed | -$1.5M | – | 835 |
|
|
2016
Q2 | $1.5M | Buy |
16,900
+9,000
| +114% | +$740K | 0.03% | 286 |
|
|
2016
Q1 | $620K | Buy |
+7,900
| New | +$591K | 0.02% | 383 |
|
Other funds holding KHC
VCM
VPM
Capstone Investment Advisors's KHC Position: Q1 2026 in Review
Capstone Investment Advisors reduced its Kraft Heinz (KHC) stake by 17% in Q1 2026, selling an estimated $129K and leaving 27,443 shares worth $617K. The position accounts for ﹤0.01% of the portfolio, ranked #1045.
Capstone Investment Advisors first reported a position in KHC in Q1 2016 and has held it in 32 quarters since. The position peaked at $10.1M in Q2 2017. 1,086 funds tracked by Wall St. Rank hold KHC as of Q1 2026.
- Capstone Investment Advisors held 27,443 shares of Kraft Heinz worth $617K as of Q1 2026.
- Capstone Investment Advisors sold 5,476 Kraft Heinz shares in Q1 2026, an estimated $129K.
- Kraft Heinz made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #1045 holding.
- Capstone Investment Advisors first reported a position in Kraft Heinz in Q1 2016 and has held it in 32 quarters since.
- Capstone Investment Advisors's Kraft Heinz position peaked at $10.1M in Q2 2017.
- 1,086 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2026.
Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.