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Chesley Taft & Associates’s Kraft Heinz KHC Stock Holding History

Chesley Taft & Associates’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 		$936K Sell
39,645
-3,087
-7% -$71.2K 0.04% 232
2026
Q1 		$961K Sell
42,732
-106
-0.2% -$2.49K 0.04% 221
2025
Q4 		$1.04M Buy
42,838
+1,757
+4% +$43.7K 0.04% 214
2025
Q3 		$1.07M Sell
41,081
-5,446
-12% -$148K 0.05% 201
2025
Q2 		$1.2M Sell
46,527
-665
-1% -$18.5K 0.05% 190
2025
Q1 		$1.44M Sell
47,192
-198
-0.4% -$5.93K 0.07% 172
2024
Q4 		$1.46M Sell
47,390
-112
-0.2% -$3.67K 0.07% 170
2024
Q3 		$1.67M Hold
47,502
– – 0.08% 151
2024
Q2 		$1.53M Sell
47,502
-2,375
-5% -$84.6K 0.08% 153
2024
Q1 		$1.84M Hold
49,877
– – 0.09% 143
2023
Q4 		$1.84M Sell
49,877
-1,215
-2% -$41.3K 0.1% 136
2023
Q3 		$1.72M Hold
51,092
– – 0.11% 132
2023
Q2 		$1.81M Buy
51,092
+733
+1% +$28.2K 0.11% 138
2023
Q1 		$1.95M Buy
50,359
+302
+0.6% +$12K 0.13% 132
2022
Q4 		$2.04M Hold
50,057
– – 0.14% 133
2022
Q3 		$1.67M Buy
50,057
+355
+0.7% +$13.2K 0.12% 136
2022
Q2 		$1.9M Buy
49,702
+2,430
+5% +$97.3K 0.13% 128
2022
Q1 		$1.94M Buy
47,272
+2,300
+5% +$86.1K 0.11% 137
2021
Q4 		$1.61M Buy
44,972
+1,750
+4% +$62.9K 0.08% 156
2021
Q3 		$1.59M Sell
43,222
-12,200
-22% -$459K 0.09% 154
2021
Q2 		$2.26M Buy
55,422
+75
+0.1% +$3.16K 0.13% 130
2021
Q1 		$2.23M Buy
55,347
+5,410
+11% +$195K 0.13% 126
2020
Q4 		$1.73M Buy
49,937
+33,675
+207% +$1.09M 0.11% 134
2020
Q3 		$487K Buy
+16,262
New +$541K 0.03% 199
2018
Q1 		– Sell
-139,621
Closed -$10.9M – 273
2017
Q4 		$10.9M Sell
139,621
-4,160
-3% -$327K 0.92% 33
2017
Q3 		$11.2M Buy
143,781
+660
+0.5% +$55.2K 0.96% 33
2017
Q2 		$12.3M Buy
143,121
+1,860
+1% +$169K 1.11% 29
2017
Q1 		$12.8M Sell
141,261
-1,230
-0.9% -$111K 1.21% 25
2016
Q4 		$12.4M Sell
142,491
-1,098
-0.8% -$93.9K 1.23% 23
2016
Q3 		$12.9M Buy
143,589
+3,357
+2% +$297K 1.29% 22
2016
Q2 		$12.4M Buy
140,232
+892
+0.6% +$73.4K 1.27% 23
2016
Q1 		$10.9M Buy
139,340
+2,874
+2% +$215K 1.15% 28
2015
Q4 		$9.93M Sell
136,466
-14,872
-10% -$1.1M 1.04% 31
2015
Q3 		$10.7M Buy
+151,338
New +$11.4M 1.17% 28

Other funds holding KHC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Chesley Taft & Associates's KHC Position: Q2 2026 in Review

Chesley Taft & Associates reduced its Kraft Heinz (KHC) stake by 7.2% in Q2 2026, selling an estimated $71.2K and leaving 39,645 shares worth $936K. The position accounts for 0.04% of the portfolio, ranked #232.

Chesley Taft & Associates first reported a position in KHC in Q3 2015 and has held it in 34 quarters since. The position peaked at $12.9M in Q3 2016. 163 funds tracked by Wall St. Rank hold KHC as of Q2 2026.

  • Chesley Taft & Associates held 39,645 shares of Kraft Heinz worth $936K as of Q2 2026.
  • Chesley Taft & Associates sold 3,087 Kraft Heinz shares in Q2 2026, an estimated $71.2K.
  • Kraft Heinz made up 0.04% of Chesley Taft & Associates's portfolio in Q2 2026, its #232 holding.
  • Chesley Taft & Associates first reported a position in Kraft Heinz in Q3 2015 and has held it in 34 quarters since.
  • Chesley Taft & Associates's Kraft Heinz position peaked at $12.9M in Q3 2016.
  • 163 funds tracked by Wall St. Rank held Kraft Heinz as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.