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Concurrent Investment Advisors’s The Kraft Heinz Company KHC Stock Holding History

Concurrent Investment 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 		$707K Buy
29,913
+6,646
+29% +$153K 0.01% 1199
2026
Q1 		$523K Sell
23,267
-1,606
-6% -$37.8K 0.01% 1197
2025
Q4 		$603K Buy
24,873
+6,064
+32% +$151K 0.01% 1064
2025
Q3 		$490K Buy
18,809
+2,646
+16% +$71.9K 0.01% 924
2025
Q2 		$417K Sell
16,163
-36
-0.2% -$999 0.01% 916
2025
Q1 		$493K Buy
16,199
+272
+2% +$8.14K 0.01% 758
2024
Q4 		$489K Sell
15,927
-34,817
-69% -$1.14M 0.01% 670
2024
Q3 		$1.78M Buy
50,744
+7,076
+16% +$243K 0.05% 345
2024
Q2 		$1.41M Buy
43,668
+1,853
+4% +$66K 0.05% 359
2024
Q1 		$1.54M Buy
41,815
+34,666
+485% +$1.26M 0.06% 288
2023
Q4 		$264K Buy
+7,149
New +$243K 0.01% 688

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 $3.38T AUM 44.17% 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

Concurrent Investment Advisors's KHC Position: Q2 2026 in Review

Concurrent Investment Advisors increased its The Kraft Heinz Company (KHC) stake by 29% in Q2 2026, buying an estimated $153K and bringing the position to 29,913 shares worth $707K. The position accounts for 0.01% of the portfolio, ranked #1199.

Concurrent Investment Advisors first reported a position in KHC in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.78M in Q3 2024. 1,116 funds tracked by Wall St. Rank hold KHC as of Q2 2026.

  • Concurrent Investment Advisors held 29,913 shares of The Kraft Heinz Company worth $707K as of Q2 2026.
  • Concurrent Investment Advisors bought 6,646 The Kraft Heinz Company shares in Q2 2026, an estimated $153K.
  • The Kraft Heinz Company made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1199 holding.
  • Concurrent Investment Advisors first reported a position in The Kraft Heinz Company in Q4 2023 and has held it in 11 quarters since.
  • Concurrent Investment Advisors's The Kraft Heinz Company position peaked at $1.78M in Q3 2024.
  • 1,116 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.