Community Financial Services Group’s Kraft Heinz KHC Stock Holding History

Community Financial Services Group’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	$4.45K	Hold	178	–	–	﹤0.01%	440
2026 Q1	$3.96K	Buy	+178	New	+$4.19K	﹤0.01%	381
2017 Q2	–	Sell	-20,179	Closed	-$1.83M	–	59
2017 Q1	$1.83M	Buy	20,179 +322	+2%	+$29K	0.82%	40
2016 Q4	$1.73M	Buy	19,857 +101	+0.5%	+$8.64K	0.82%	42
2016 Q3	$1.77M	Buy	19,756 +341	+2%	+$30.2K	0.84%	42
2016 Q2	$1.72M	Sell	19,415 -420	-2%	-$34.6K	0.85%	44
2016 Q1	$1.56M	Sell	19,835 -520	-3%	-$38.9K	0.76%	43
2015 Q4	$1.48M	Buy	20,355 +626	+3%	+$46.2K	0.73%	45
2015 Q3	$1.39M	Buy	+19,729	New	+$1.49M	0.69%	46

Other funds holding KHC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FSA

Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Community Financial Services Group's KHC Position: Q2 2026 in Review

Community Financial Services Group held its Kraft Heinz (KHC) position steady in Q2 2026 at 178 shares worth $4.45K. The position accounts for ﹤0.01% of the portfolio, ranked #440.

Community Financial Services Group first reported a position in KHC in Q3 2015 and has held it in 9 quarters since. The position peaked at $1.83M in Q1 2017. 163 funds tracked by Wall St. Rank hold KHC as of Q2 2026.

Community Financial Services Group held 178 shares of Kraft Heinz worth $4.45K as of Q2 2026.
Community Financial Services Group left its Kraft Heinz share count unchanged in Q2 2026.
Kraft Heinz made up ﹤0.01% of Community Financial Services Group's portfolio in Q2 2026, its #440 holding.
Community Financial Services Group first reported a position in Kraft Heinz in Q3 2015 and has held it in 9 quarters since.
Community Financial Services Group's Kraft Heinz position peaked at $1.83M in Q1 2017.
163 funds tracked by Wall St. Rank held Kraft Heinz as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.