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Copley Financial Group’s Kraft Heinz KHC Stock Holding History

Copley Financial 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
Q1 		$349K Sell
15,540
-818
-5% -$19.2K 0.21% 83
2025
Q4 		$397K Buy
+16,358
New +$407K 0.25% 77

Other funds holding KHC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Copley Financial Group's KHC Position: Q1 2026 in Review

Copley Financial Group reduced its Kraft Heinz (KHC) stake by 5% in Q1 2026, selling an estimated $19.2K and leaving 15,540 shares worth $349K. The position accounts for 0.21% of the portfolio, ranked #83.

Copley Financial Group first reported a position in KHC in Q4 2025 and has held it in 2 quarters since. The position peaked at $397K in Q4 2025. 1,086 funds tracked by Wall St. Rank hold KHC as of Q1 2026.

  • Copley Financial Group held 15,540 shares of Kraft Heinz worth $349K as of Q1 2026.
  • Copley Financial Group sold 818 Kraft Heinz shares in Q1 2026, an estimated $19.2K.
  • Kraft Heinz made up 0.21% of Copley Financial Group's portfolio in Q1 2026, its #83 holding.
  • Copley Financial Group first reported a position in Kraft Heinz in Q4 2025 and has held it in 2 quarters since.
  • Copley Financial Group's Kraft Heinz position peaked at $397K in Q4 2025.
  • 1,086 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2026.

Based on Copley Financial Group's 13F filing for Q1 2026, filed 15 May 2026.