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CLA (CliftonLarsonAllen) Wealth Advisors’s Kraft Heinz KHC Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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 		– Sell
-20,753
Closed -$467K – 261
2026
Q1 		$467K Hold
20,753
– – 0.01% 207
2025
Q4 		$503K Buy
+20,753
New +$516K 0.01% 191

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

CLA (CliftonLarsonAllen) Wealth Advisors's KHC Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Kraft Heinz (KHC) in Q2 2026, closing a stake of 20,753 shares — an estimated $467K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in KHC in Q4 2025 and held it in 2 quarters. The position peaked at $503K in Q4 2025. 1,103 funds tracked by Wall St. Rank hold KHC as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Kraft Heinz position as of Q2 2026 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 20,753 Kraft Heinz shares in Q2 2026, an estimated $467K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Kraft Heinz in Q4 2025 and held it in 2 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Kraft Heinz position peaked at $503K in Q4 2025.
  • 1,103 funds tracked by Wall St. Rank held Kraft Heinz as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.