CIA
KHC icon

Concurrent Investment Advisors’s Kraft Heinz 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

RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Concurrent Investment Advisors increased its Kraft Heinz (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. 439 funds tracked by Wall St. Rank hold KHC as of Q2 2026.

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

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