Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s The Kraft Heinz Company KHC Stock Holding History

Carson Wealth (CWM LLC)’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 		$18.3M Buy
811,859
+43,313
+6% +$1.02M 0.05% 359
2025
Q4 		$18.6M Buy
768,546
+18,971
+3% +$472K 0.05% 343
2025
Q3 		$19.5M Buy
749,575
+63,532
+9% +$1.73M 0.06% 279
2025
Q2 		$17.7M Buy
686,043
+47,336
+7% +$1.31M 0.06% 265
2025
Q1 		$19.4M Buy
638,707
+25,426
+4% +$761K 0.08% 224
2024
Q4 		$18.8M Sell
613,281
-4,604
-0.7% -$151K 0.08% 213
2024
Q3 		$21.7M Sell
617,885
-4,319
-0.7% -$149K 0.09% 195
2024
Q2 		$20M Buy
622,204
+607,311
+4,078% +$21.6M 0.09% 200
2024
Q1 		$550K Buy
14,893
+2,190
+17% +$79.6K ﹤0.01% 1095
2023
Q4 		$470K Sell
12,703
-1,244
-9% -$42.3K ﹤0.01% 1087
2023
Q3 		$469K Buy
13,947
+2,482
+22% +$85.8K ﹤0.01% 1000
2023
Q2 		$407K Buy
11,465
+2,029
+22% +$78K ﹤0.01% 1004
2023
Q1 		$365K Buy
9,436
+1,032
+12% +$40.9K ﹤0.01% 990
2022
Q4 		$342K Buy
8,404
+569
+7% +$21.6K ﹤0.01% 914
2022
Q3 		$261K Sell
7,835
-266
-3% -$9.88K ﹤0.01% 954
2022
Q2 		$309K Sell
8,101
-266
-3% -$10.7K ﹤0.01% 879
2022
Q1 		$330K Buy
8,367
+1,318
+19% +$49.4K ﹤0.01% 853
2021
Q4 		$253K Buy
+7,049
New +$253K ﹤0.01% 929
2021
Q2 		$187K Hold
4,589
– – ﹤0.01% 925
2021
Q1 		$187K Hold
4,589
– – ﹤0.01% 925
2020
Q4 		$187K Hold
4,589
– – ﹤0.01% 925
2020
Q3 		$187K Hold
4,589
– – ﹤0.01% 925
2020
Q2 		$187K Hold
4,589
– – ﹤0.01% 925
2020
Q1 		$187K Hold
4,589
– – ﹤0.01% 925
2019
Q4 		$187K Hold
4,589
– – ﹤0.01% 925
2019
Q3 		$187K Hold
4,589
– – ﹤0.01% 925
2019
Q2 		$187K Hold
4,589
– – ﹤0.01% 925
2019
Q1 		$187K Buy
4,589
+2,414
+111% +$98.4K ﹤0.01% 925
2018
Q4 		$94K Buy
2,175
+775
+55% +$40.1K ﹤0.01% 737
2018
Q3 		$77K Sell
1,400
-215
-13% -$12.8K ﹤0.01% 664
2018
Q2 		$101K Buy
1,615
+523
+48% +$31K ﹤0.01% 515
2018
Q1 		$68K Hold
1,092
– – ﹤0.01% 503
2017
Q4 		$85K Sell
1,092
-66
-6% -$5.18K ﹤0.01% 445
2017
Q3 		$90K Buy
1,158
+66
+6% +$5.52K ﹤0.01% 428
2017
Q2 		$94K Sell
1,092
-46
-4% -$4.17K ﹤0.01% 390
2017
Q1 		$103K Sell
1,138
-487
-30% -$43.9K 0.01% 362
2016
Q4 		$142K Buy
1,625
+258
+19% +$22.1K 0.01% 311
2016
Q3 		$122K Buy
1,367
+246
+22% +$21.8K 0.01% 314
2016
Q2 		$99K Sell
1,121
-67
-6% -$5.51K 0.01% 303
2016
Q1 		$93K Buy
1,188
+444
+60% +$33.2K 0.01% 287
2015
Q4 		$54K Sell
744
-14
-2% -$1.03K 0.01% 310
2015
Q3 		$53K Buy
+758
New +$57.2K 0.01% 282

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 $3.38T AUM 44.17% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Carson Wealth (CWM LLC)'s KHC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its The Kraft Heinz Company (KHC) stake by 5.6% in Q1 2026, buying an estimated $1.02M and bringing the position to 811,859 shares worth $18.3M. The position accounts for 0.05% of the portfolio, ranked #359.

Carson Wealth (CWM LLC) first reported a position in KHC in Q3 2015 and has held it in 42 quarters since. The position peaked at $21.7M in Q3 2024. 1,095 funds tracked by Wall St. Rank hold KHC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 811,859 shares of The Kraft Heinz Company worth $18.3M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 43,313 The Kraft Heinz Company shares in Q1 2026, an estimated $1.02M.
  • The Kraft Heinz Company made up 0.05% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #359 holding.
  • Carson Wealth (CWM LLC) first reported a position in The Kraft Heinz Company in Q3 2015 and has held it in 42 quarters since.
  • Carson Wealth (CWM LLC)'s The Kraft Heinz Company position peaked at $21.7M in Q3 2024.
  • 1,095 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.