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Coastline Trust’s The Kraft Heinz Company KHC Stock Holding History

Coastline Trust’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
Q3 		– Sell
-163
Closed -$3.85K – 375
2026
Q2 		$3.85K Hold
163
– – ﹤0.01% 388
2026
Q1 		$3.67K Buy
+163
New +$3.83K ﹤0.01% 384
2018
Q4 		– Sell
-6,281
Closed -$346K – 318
2018
Q3 		$346K Buy
6,281
+2,775
+79% +$166K 0.05% 280
2018
Q2 		$220K Buy
+3,506
New +$208K 0.03% 319

Other funds holding KHC

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return
PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Coastline Trust's KHC Position: Q3 2026 in Review

Coastline Trust sold out of The Kraft Heinz Company (KHC) in Q3 2026, closing a stake of 163 shares — an estimated $3.85K sold.

Coastline Trust first reported a position in KHC in Q2 2018 and held it in 4 quarters. The position peaked at $346K in Q3 2018. 42 funds tracked by Wall St. Rank hold KHC as of Q3 2026.

  • Coastline Trust reported no remaining The Kraft Heinz Company position as of Q3 2026 after selling out during the quarter.
  • Coastline Trust sold 163 The Kraft Heinz Company shares in Q3 2026, an estimated $3.85K.
  • Coastline Trust first reported a position in The Kraft Heinz Company in Q2 2018 and held it in 4 quarters.
  • Coastline Trust's The Kraft Heinz Company position peaked at $346K in Q3 2018.
  • 42 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q3 2026.

Based on Coastline Trust's 13F filing for Q3 2026, filed 1 Oct 2026.