Clifford Swan Investment Counsel’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
Q2 | $461K | Sell |
19,515
-86
| -0.4% | -$1.99K | 0.01% | 229 |
|
|
2026
Q1 | $441K | Sell |
19,601
-208
| -1% | -$4.89K | 0.02% | 225 |
|
|
2025
Q4 | $480K | Sell |
19,809
-643
| -3% | -$16K | 0.02% | 227 |
|
|
2025
Q3 | $533K | Sell |
20,452
-671
| -3% | -$18.2K | 0.02% | 218 |
|
|
2025
Q2 | $545K | Sell |
21,123
-500
| -2% | -$13.9K | 0.02% | 210 |
|
|
2025
Q1 | $658K | Hold |
21,623
| – | – | 0.02% | 195 |
|
|
2024
Q4 | $664K | Hold |
21,623
| – | – | 0.02% | 198 |
|
|
2024
Q3 | $759K | Sell |
21,623
-1,300
| -6% | -$44.7K | 0.03% | 192 |
|
|
2024
Q2 | $739K | Buy |
22,923
+15
| +0.1% | +$535 | 0.03% | 190 |
|
|
2024
Q1 | $845K | Sell |
22,908
-1,703
| -7% | -$61.9K | 0.03% | 181 |
|
|
2023
Q4 | $910K | Sell |
24,611
-154
| -0.6% | -$5.24K | 0.04% | 178 |
|
|
2023
Q3 | $833K | Hold |
24,765
| – | – | 0.04% | 181 |
|
|
2023
Q2 | $879K | Sell |
24,765
-233
| -0.9% | -$8.96K | 0.04% | 177 |
|
|
2023
Q1 | $967K | Sell |
24,998
-120
| -0.5% | -$4.75K | 0.04% | 172 |
|
|
2022
Q4 | $1.02M | Sell |
25,118
-182
| -0.7% | -$6.91K | 0.04% | 168 |
|
|
2022
Q3 | $844K | Sell |
25,300
-191
| -0.7% | -$7.1K | 0.04% | 174 |
|
|
2022
Q2 | $972K | Buy |
25,491
+181
| +0.7% | +$7.25K | 0.04% | 171 |
|
|
2022
Q1 | $997K | Sell |
25,310
-200
| -0.8% | -$7.49K | 0.04% | 181 |
|
|
2021
Q4 | $916K | Sell |
25,510
-223
| -0.9% | -$8.01K | 0.03% | 191 |
|
|
2021
Q3 | $945K | Buy |
25,733
+603
| +2% | +$22.7K | 0.03% | 191 |
|
|
2021
Q2 | $928K | Buy |
25,130
+38
| +0.2% | +$1.6K | 0.04% | 186 |
|
|
2021
Q1 | $1M | Sell |
25,092
-614
| -2% | -$22.1K | 0.04% | 177 |
|
|
2020
Q4 | $891K | Buy |
25,706
+34
| +0.1% | +$1.1K | 0.04% | 181 |
|
|
2020
Q3 | $769K | Hold |
25,672
| – | – | 0.04% | 189 |
|
|
2020
Q2 | $819K | Buy |
25,672
+481
| +2% | +$14.4K | 0.04% | 175 |
|
|
2020
Q1 | $623K | Sell |
25,191
-832
| -3% | -$22.8K | 0.04% | 183 |
|
|
2019
Q4 | $836K | Sell |
26,023
-1,253
| -5% | -$37.9K | 0.04% | 180 |
|
|
2019
Q3 | $762K | Sell |
27,276
-817
| -3% | -$23.5K | 0.04% | 177 |
|
|
2019
Q2 | $872K | Sell |
28,093
-10,973
| -28% | -$346K | 0.05% | 169 |
|
|
2019
Q1 | $1.28M | Buy |
39,066
+5,356
| +16% | +$218K | 0.07% | 151 |
|
|
2018
Q4 | $1.45M | Buy |
33,710
+225
| +0.7% | +$11.7K | 0.09% | 135 |
|
|
2018
Q3 | $1.84M | Sell |
33,485
-88
| -0.3% | -$5.26K | 0.1% | 126 |
|
|
2018
Q2 | $2.11M | Buy |
33,573
+667
| +2% | +$39.6K | 0.12% | 124 |
|
|
2018
Q1 | $2.05M | Buy |
32,906
+2
| +0% | +$143 | 0.12% | 125 |
|
|
2017
Q4 | $2.56M | Buy |
32,904
+11,659
| +55% | +$916K | 0.14% | 119 |
|
|
2017
Q3 | $1.65M | Sell |
21,245
-726
| -3% | -$60.7K | 0.1% | 129 |
|
|
2017
Q2 | $1.88M | Sell |
21,971
-473
| -2% | -$42.9K | 0.12% | 124 |
|
|
2017
Q1 | $2.04M | Buy |
22,444
+84
| +0.4% | +$7.57K | 0.13% | 116 |
|
|
2016
Q4 | $1.95M | Sell |
22,360
-126
| -0.6% | -$10.8K | 0.13% | 116 |
|
|
2016
Q3 | $2.01M | Sell |
22,486
-31
| -0.1% | -$2.74K | 0.14% | 117 |
|
|
2016
Q2 | $1.99M | Sell |
22,517
-817
| -4% | -$67.2K | 0.14% | 117 |
|
|
2016
Q1 | $1.83M | Sell |
23,334
-76
| -0.3% | -$5.69K | 0.12% | 120 |
|
|
2015
Q4 | $1.7M | Buy |
23,410
+302
| +1% | +$22.3K | 0.12% | 122 |
|
|
2015
Q3 | $1.63M | Buy |
+23,108
| New | +$1.74M | 0.12% | 120 |
|
Other funds holding KHC
Clifford Swan Investment Counsel's KHC Position: Q2 2026 in Review
Clifford Swan Investment Counsel reduced its Kraft Heinz (KHC) stake by 0.44% in Q2 2026, selling an estimated $1.99K and leaving 19,515 shares worth $461K. The position accounts for 0.01% of the portfolio, ranked #229.
Clifford Swan Investment Counsel first reported a position in KHC in Q3 2015 and has held it in 44 quarters since. The position peaked at $2.56M in Q4 2017. 1,105 funds tracked by Wall St. Rank hold KHC as of Q2 2026.
- Clifford Swan Investment Counsel held 19,515 shares of Kraft Heinz worth $461K as of Q2 2026.
- Clifford Swan Investment Counsel sold 86 Kraft Heinz shares in Q2 2026, an estimated $1.99K.
- Kraft Heinz made up 0.01% of Clifford Swan Investment Counsel's portfolio in Q2 2026, its #229 holding.
- Clifford Swan Investment Counsel first reported a position in Kraft Heinz in Q3 2015 and has held it in 44 quarters since.
- Clifford Swan Investment Counsel's Kraft Heinz position peaked at $2.56M in Q4 2017.
- 1,105 funds tracked by Wall St. Rank held Kraft Heinz as of Q2 2026.
Based on Clifford Swan Investment Counsel's 13F filing for Q2 2026, filed 20 Aug 2026.