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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
Q2 		$229K Sell
9,683
-5,857
-38% -$135K 0.14% 108
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 $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 $3.37T AUM 44.26% 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

Copley Financial Group's KHC Position: Q2 2026 in Review

Copley Financial Group reduced its Kraft Heinz (KHC) stake by 38% in Q2 2026, selling an estimated $135K and leaving 9,683 shares worth $229K. The position accounts for 0.14% of the portfolio, ranked #108.

Copley Financial Group first reported a position in KHC in Q4 2025 and has held it in 3 quarters since. The position peaked at $397K in Q4 2025. 1,111 funds tracked by Wall St. Rank hold KHC as of Q2 2026.

  • Copley Financial Group held 9,683 shares of Kraft Heinz worth $229K as of Q2 2026.
  • Copley Financial Group sold 5,857 Kraft Heinz shares in Q2 2026, an estimated $135K.
  • Kraft Heinz made up 0.14% of Copley Financial Group's portfolio in Q2 2026, its #108 holding.
  • Copley Financial Group first reported a position in Kraft Heinz in Q4 2025 and has held it in 3 quarters since.
  • Copley Financial Group's Kraft Heinz position peaked at $397K in Q4 2025.
  • 1,111 funds tracked by Wall St. Rank held Kraft Heinz as of Q2 2026.

Based on Copley Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.