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Carlton Hofferkamp & Jenks Wealth Management’s Kraft Heinz KHC Stock Holding History

Carlton Hofferkamp & Jenks Wealth Management’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 		$423K Buy
16,301
+260
+2% +$6K 0.14% 98
2026
Q1 		$352K Sell
16,041
-3,650
-19% -$85.9K 0.12% 106
2025
Q4 		$478K Sell
19,691
-2,725
-12% -$67.8K 0.16% 95
2025
Q3 		$574K Sell
22,416
-1,125
-5% -$30.6K 0.19% 87
2025
Q2 		$671K Sell
23,541
-1,034
-4% -$28.7K 0.24% 79
2025
Q1 		$708K Hold
24,575
– – 0.29% 75
2024
Q4 		$703K Sell
24,575
-2,995
-11% -$98.1K 0.26% 80
2024
Q3 		$920K Sell
27,570
-270
-1% -$9.29K 0.35% 64
2024
Q2 		$942K Buy
27,840
+150
+0.5% +$5.35K 0.37% 60
2024
Q1 		$1.06M Sell
27,690
-1,625
-6% -$59K 0.45% 54
2023
Q4 		$1.08M Sell
29,315
-700
-2% -$23.8K 0.45% 53
2023
Q3 		$963K Sell
30,015
-300
-1% -$10.4K 0.45% 56
2023
Q2 		$1.07M Buy
30,315
+288
+1% +$11.1K 0.47% 53
2023
Q1 		$1.22M Sell
30,027
-185
-0.6% -$7.33K 0.56% 47
2022
Q4 		$1.2M Buy
30,212
+467
+2% +$17.7K 0.53% 50
2022
Q3 		$1.05M Sell
29,745
-250
-0.8% -$9.29K 0.49% 52
2022
Q2 		$1.15M Buy
29,995
+3,250
+12% +$130K 0.53% 52
2022
Q1 		$1.09M Buy
26,745
+175
+0.7% +$6.55K 0.45% 60
2021
Q4 		$962K Buy
26,570
+150
+0.6% +$5.39K 0.41% 69
2021
Q3 		$983K Buy
26,420
+6,485
+33% +$244K 0.4% 69
2021
Q2 		$783K Buy
19,935
+1,815
+10% +$76.4K 0.34% 74
2021
Q1 		$727K Buy
18,120
+1,165
+7% +$42K 0.32% 72
2020
Q4 		$549K Buy
16,955
+1,675
+11% +$54.4K 0.27% 79
2020
Q3 		$479K Buy
+15,280
New +$509K 0.25% 82

Other funds holding KHC

Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Carlton Hofferkamp & Jenks Wealth Management's KHC Position: Q2 2026 in Review

Carlton Hofferkamp & Jenks Wealth Management increased its Kraft Heinz (KHC) stake by 1.6% in Q2 2026, buying an estimated $6K and bringing the position to 16,301 shares worth $423K. The position accounts for 0.14% of the portfolio, ranked #98.

Carlton Hofferkamp & Jenks Wealth Management first reported a position in KHC in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.22M in Q1 2023. 555 funds tracked by Wall St. Rank hold KHC as of Q2 2026.

  • Carlton Hofferkamp & Jenks Wealth Management held 16,301 shares of Kraft Heinz worth $423K as of Q2 2026.
  • Carlton Hofferkamp & Jenks Wealth Management bought 260 Kraft Heinz shares in Q2 2026, an estimated $6K.
  • Kraft Heinz made up 0.14% of Carlton Hofferkamp & Jenks Wealth Management's portfolio in Q2 2026, its #98 holding.
  • Carlton Hofferkamp & Jenks Wealth Management first reported a position in Kraft Heinz in Q3 2020 and has held it in 24 quarters since.
  • Carlton Hofferkamp & Jenks Wealth Management's Kraft Heinz position peaked at $1.22M in Q1 2023.
  • 555 funds tracked by Wall St. Rank held Kraft Heinz as of Q2 2026.

Based on Carlton Hofferkamp & Jenks Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.