CA
KHC icon

Clearstead Advisors’s Kraft Heinz KHC Stock Holding History

Clearstead 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 		$932K Sell
39,438
-946
-2% -$21.8K 0.01% 566
2026
Q1 		$908K Buy
40,384
+1,015
+3% +$23.9K 0.01% 546
2025
Q4 		$955K Sell
39,369
-4,711
-11% -$117K 0.01% 488
2025
Q3 		$1.15M Sell
44,080
-421
-0.9% -$11.4K 0.02% 425
2025
Q2 		$1.15M Buy
44,501
+14,117
+46% +$392K 0.02% 410
2025
Q1 		$925K Buy
30,384
+1,871
+7% +$56K 0.01% 433
2024
Q4 		$876K Sell
28,513
-896
-3% -$29.4K 0.01% 438
2024
Q3 		$1.03M Sell
29,409
-875
-3% -$30.1K 0.02% 414
2024
Q2 		$976K Buy
30,284
+28,119
+1,299% +$1M 0.02% 401
2024
Q1 		$79K Buy
2,165
+619
+40% +$22.5K ﹤0.01% 652
2023
Q4 		$57.2K Buy
1,546
+374
+32% +$12.7K ﹤0.01% 706
2023
Q3 		$39.4K Sell
1,172
-377
-24% -$13K ﹤0.01% 759
2023
Q2 		$55K Sell
1,549
-133
-8% -$5.12K ﹤0.01% 716
2023
Q1 		$65K Buy
1,682
+16
+1% +$634 ﹤0.01% 607
2022
Q4 		$67.8K Sell
1,666
-156
-9% -$5.92K 0.01% 575
2022
Q3 		$61K Buy
1,822
+510
+39% +$18.9K 0.01% 574
2022
Q2 		$50K Buy
1,312
+27
+2% +$1.08K ﹤0.01% 621
2022
Q1 		$51K Buy
1,285
+113
+10% +$4.23K ﹤0.01% 677
2021
Q4 		$42K Sell
1,172
-287
-20% -$10.3K ﹤0.01% 685
2021
Q3 		$54K Buy
1,459
+247
+20% +$9.3K ﹤0.01% 603
2021
Q2 		$49K Sell
1,212
-33
-3% -$1.39K ﹤0.01% 559
2021
Q1 		$50K Buy
1,245
+73
+6% +$2.63K ﹤0.01% 545
2020
Q4 		$41K Hold
1,172
– – ﹤0.01% 536
2020
Q3 		$35K Hold
1,172
– – ﹤0.01% 515
2020
Q2 		$37K Hold
1,172
– – ﹤0.01% 464
2020
Q1 		$29K Buy
+1,172
New +$32.1K ﹤0.01% 466

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

Clearstead Advisors's KHC Position: Q2 2026 in Review

Clearstead Advisors reduced its Kraft Heinz (KHC) stake by 2.3% in Q2 2026, selling an estimated $21.8K and leaving 39,438 shares worth $932K. The position accounts for 0.01% of the portfolio, ranked #566.

Clearstead Advisors first reported a position in KHC in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.15M in Q2 2025. 1,111 funds tracked by Wall St. Rank hold KHC as of Q2 2026.

  • Clearstead Advisors held 39,438 shares of Kraft Heinz worth $932K as of Q2 2026.
  • Clearstead Advisors sold 946 Kraft Heinz shares in Q2 2026, an estimated $21.8K.
  • Kraft Heinz made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #566 holding.
  • Clearstead Advisors first reported a position in Kraft Heinz in Q1 2020 and has held it in 26 quarters since.
  • Clearstead Advisors's Kraft Heinz position peaked at $1.15M in Q2 2025.
  • 1,111 funds tracked by Wall St. Rank held Kraft Heinz as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.