Cherry Tree Wealth Management’s Kraft Heinz 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 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%	-$2.21K	﹤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

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Cherry Tree Wealth Management's KHC Position: Q1 2026 in Review

Cherry Tree Wealth Management increased its Kraft Heinz (KHC) stake by 2.2% in Q1 2026, buying an estimated $71 and bringing the position to 141 shares worth $3.17K. The position accounts for ﹤0.01% of the portfolio, ranked #510.

Cherry Tree Wealth Management first reported a position in KHC in Q2 2023 and has held it in 12 quarters since. The position peaked at $7.75K in Q3 2024. 1,093 funds tracked by Wall St. Rank hold KHC as of Q1 2026.

Cherry Tree Wealth Management held 141 shares of Kraft Heinz worth $3.17K as of Q1 2026.
Cherry Tree Wealth Management bought 3 Kraft Heinz shares in Q1 2026, an estimated $71.
Kraft Heinz made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #510 holding.
Cherry Tree Wealth Management first reported a position in Kraft Heinz in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's Kraft Heinz position peaked at $7.75K in Q3 2024.
1,093 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.