Clearstead Trust’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $36.2K | Sell |
1,610
-2,218
| -58% | -$52.2K | 0.01% | 355 |
|
|
2025
Q4 | $92.8K | Sell |
3,828
-660
| -15% | -$16.4K | 0.01% | 264 |
|
|
2025
Q3 | $117K | Buy |
4,488
+1,039
| +30% | +$28.2K | 0.02% | 229 |
|
|
2025
Q2 | $89.1K | Sell |
3,449
-900
| -21% | -$25K | 0.02% | 258 |
|
|
2025
Q1 | $132K | Buy |
4,349
+944
| +28% | +$28.3K | 0.03% | 185 |
|
|
2024
Q4 | $105K | Sell |
3,405
-310
| -8% | -$10.2K | 0.02% | 204 |
|
|
2024
Q3 | $130K | Sell |
3,715
-61
| -2% | -$2.1K | 0.03% | 163 |
|
|
2024
Q2 | $122K | Sell |
3,776
-23
| -0.6% | -$820 | 0.03% | 166 |
|
|
2024
Q1 | $140K | Sell |
3,799
-16
| -0.4% | -$581 | 0.04% | 162 |
|
|
2023
Q4 | $141K | Sell |
3,815
-400
| -9% | -$13.6K | 0.04% | 177 |
|
|
2023
Q3 | $142K | Hold |
4,215
| – | – | 0.05% | 154 |
|
|
2023
Q2 | $163K | Hold |
4,215
| – | – | 0.05% | 145 |
|
|
2023
Q1 | $163K | Hold |
4,215
| – | – | 0.05% | 149 |
|
|
2022
Q4 | $172K | Hold |
4,215
| – | – | 0.06% | 151 |
|
|
2022
Q3 | $141K | Hold |
4,215
| – | – | 0.05% | 154 |
|
|
2022
Q2 | $161K | Hold |
4,215
| – | – | 0.12% | 86 |
|
|
2022
Q1 | $166K | Sell |
4,215
-2,405
| -36% | -$90.1K | 0.11% | 92 |
|
|
2021
Q4 | $238K | Hold |
6,620
| – | – | 0.14% | 87 |
|
|
2021
Q3 | $244K | Hold |
6,620
| – | – | 0.15% | 81 |
|
|
2021
Q2 | $270K | Hold |
6,620
| – | – | 0.18% | 78 |
|
|
2021
Q1 | $265K | Hold |
6,620
| – | – | 0.2% | 75 |
|
|
2020
Q4 | $229K | Buy |
+6,620
| New | +$215K | 0.14% | 91 |
|
|
2019
Q3 | – | Sell |
-5,660
| Closed | -$176K | – | 197 |
|
|
2019
Q2 | $176K | Sell |
5,660
-385
| -6% | -$12.1K | 0.14% | 99 |
|
|
2019
Q1 | $198K | Buy |
6,045
+5,886
| +3,702% | +$240K | 0.17% | 96 |
|
|
2018
Q4 | $7K | Hold |
159
| – | – | 0.01% | 193 |
|
|
2018
Q3 | $9K | Hold |
159
| – | – | 0.01% | 175 |
|
|
2018
Q2 | $10K | Buy |
+159
| New | +$9.44K | 0.01% | 178 |
|
|
2018
Q1 | – | Sell |
-159
| Closed | -$12K | – | 156 |
|
|
2017
Q4 | $12K | Hold |
159
| – | – | 0.01% | 176 |
|
|
2017
Q3 | $12K | Hold |
159
| – | – | 0.01% | 192 |
|
|
2017
Q2 | $14K | Buy |
+159
| New | +$14.4K | 0.01% | 205 |
|
Other funds holding KHC
VCM
VPM
Clearstead Trust's KHC Position: Q1 2026 in Review
Clearstead Trust reduced its Kraft Heinz (KHC) stake by 58% in Q1 2026, selling an estimated $52.2K and leaving 1,610 shares worth $36.2K. The position accounts for 0.01% of the portfolio, ranked #355.
Clearstead Trust first reported a position in KHC in Q2 2017 and has held it in 30 quarters since. The position peaked at $270K in Q2 2021. 1,087 funds tracked by Wall St. Rank hold KHC as of Q1 2026.
- Clearstead Trust held 1,610 shares of Kraft Heinz worth $36.2K as of Q1 2026.
- Clearstead Trust sold 2,218 Kraft Heinz shares in Q1 2026, an estimated $52.2K.
- Kraft Heinz made up 0.01% of Clearstead Trust's portfolio in Q1 2026, its #355 holding.
- Clearstead Trust first reported a position in Kraft Heinz in Q2 2017 and has held it in 30 quarters since.
- Clearstead Trust's Kraft Heinz position peaked at $270K in Q2 2021.
- 1,087 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2026.
Based on Clearstead Trust's 13F filing for Q1 2026, filed 6 May 2026.