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CoreCap Advisors’s Kraft Heinz KHC Stock Holding History

CoreCap 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 		$67.7K Buy
2,868
+658
+30% +$15.2K ﹤0.01% 1271
2026
Q1 		$49.7K Buy
2,210
+96
+5% +$2.26K ﹤0.01% 1317
2025
Q4 		$51.3K Buy
2,114
+1,168
+123% +$29.1K ﹤0.01% 1327
2025
Q3 		$24.7K Buy
946
+27
+3% +$734 ﹤0.01% 1596
2025
Q2 		$23.7K Sell
919
-1
-0.1% -$28 ﹤0.01% 1543
2025
Q1 		$28K Sell
920
-214
-19% -$6.4K ﹤0.01% 1402
2024
Q4 		$34.8K Buy
1,134
+191
+20% +$6.26K ﹤0.01% 1328
2024
Q3 		$33.1K Buy
+943
New +$32.4K ﹤0.01% 1356
2024
Q2 		– Sell
-2,199
Closed -$81.1K – 2160
2024
Q1 		$81.1K Buy
+2,199
New +$79.9K ﹤0.01% 922
2022
Q4 		$128K Buy
+3,152
New +$120K 0.01% 647
2022
Q3 		– Sell
-38,909
Closed -$1.48M – 1350
2022
Q2 		$1.48M Buy
+38,909
New +$1.56M 0.12% 142
2022
Q1 		– Sell
-1,692
Closed -$61K – 1350
2021
Q4 		$61K Buy
+1,692
New +$60.8K ﹤0.01% 935

Other funds holding KHC

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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
AWS
Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $468M AUM 25.45% 1-Year Est. Return