Cherry Tree Wealth Management
KHC icon

Cherry Tree Wealth Management’s The Kraft Heinz Company KHC Stock Holding History

Cherry Tree 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
Q3 		$3.31K Buy
146
+3
+2% +$76 ﹤0.01% 500
2026
Q2 		$3.38K Buy
143
+2
+1% +$46 ﹤0.01% 516
2026
Q1 		$3.17K Buy
141
+3
+2% +$71 ﹤0.01% 510
2025
Q4 		$3.36K Buy
138
+2
+1% +$50 ﹤0.01% 507
2025
Q3 		$3.54K Buy
136
+2
+1% +$54 ﹤0.01% 489
2025
Q2 		$3.46K Sell
134
-14
-9% -$389 ﹤0.01% 504
2025
Q1 		$4.5K Sell
148
-74
-33% -$2.22K ﹤0.01% 546
2024
Q4 		$6.83K Buy
222
+1
+0.5% +$33 ﹤0.01% 453
2024
Q3 		$7.75K Buy
221
+2
+0.9% +$69 ﹤0.01% 446
2024
Q2 		$7.06K Buy
219
+19
+10% +$677 ﹤0.01% 433
2024
Q1 		$7.39K Buy
200
+1
+0.5% +$36 ﹤0.01% 407
2023
Q4 		$7.36K Buy
199
+1
+0.5% +$34 ﹤0.01% 393
2023
Q3 		$6.64K Buy
198
+2
+1% +$69 ﹤0.01% 379
2023
Q2 		$6.96K Buy
+196
New +$7.54K ﹤0.01% 374

Other funds holding KHC

RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Franklin Street Advisors
Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Cherry Tree Wealth Management's KHC Position: Q3 2026 in Review

Cherry Tree Wealth Management increased its The Kraft Heinz Company (KHC) stake by 2.1% in Q3 2026, buying an estimated $76 and bringing the position to 146 shares worth $3.31K. The position accounts for ﹤0.01% of the portfolio, ranked #500.

Cherry Tree Wealth Management first reported a position in KHC in Q2 2023 and has held it in 14 quarters since. The position peaked at $7.75K in Q3 2024. 360 funds tracked by Wall St. Rank hold KHC as of Q3 2026.

  • Cherry Tree Wealth Management held 146 shares of The Kraft Heinz Company worth $3.31K as of Q3 2026.
  • Cherry Tree Wealth Management bought 3 The Kraft Heinz Company shares in Q3 2026, an estimated $76.
  • The Kraft Heinz Company made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #500 holding.
  • Cherry Tree Wealth Management first reported a position in The Kraft Heinz Company in Q2 2023 and has held it in 14 quarters since.
  • Cherry Tree Wealth Management's The Kraft Heinz Company position peaked at $7.75K in Q3 2024.
  • 360 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.