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Cassaday & Co Wealth Management’s Kraft Heinz KHC Stock Holding History

Cassaday & Co 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 		$28.3K Hold
1,197
– – ﹤0.01% 718
2026
Q1 		$26.9K Buy
+1,197
New +$28.2K ﹤0.01% 737

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

Cassaday & Co Wealth Management's KHC Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Kraft Heinz (KHC) position steady in Q2 2026 at 1,197 shares worth $28.3K. The position accounts for ﹤0.01% of the portfolio, ranked #718.

Cassaday & Co Wealth Management first reported a position in KHC in Q1 2026 and has held it in 2 quarters since. 1,111 funds tracked by Wall St. Rank hold KHC as of Q2 2026.

  • Cassaday & Co Wealth Management held 1,197 shares of Kraft Heinz worth $28.3K as of Q2 2026.
  • Cassaday & Co Wealth Management left its Kraft Heinz share count unchanged in Q2 2026.
  • Kraft Heinz made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #718 holding.
  • Cassaday & Co Wealth Management first reported a position in Kraft Heinz in Q1 2026 and has held it in 2 quarters since.
  • 1,111 funds tracked by Wall St. Rank held Kraft Heinz as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.