Cornerstone Planning Group’s The Kraft Heinz Company KHC Stock Holding History

Cornerstone Planning 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 Q3	–	Sell	-79	Closed	-$2.06K	–	986
2026 Q2	$2.06K	Sell	79 -369	-82%	-$8.52K	﹤0.01%	1324
2026 Q1	$10.1K	Buy	448 +84	+23%	+$1.98K	﹤0.01%	888
2025 Q4	$8.45K	Sell	364 -422	-54%	-$10.5K	﹤0.01%	842
2025 Q3	$19.3K	Buy	786 +747	+1,915%	+$20.3K	﹤0.01%	593
2025 Q2	$1.06K	Sell	39 -8	-17%	-$222	﹤0.01%	1100
2025 Q1	$1.41K	Buy	47 +17	+57%	+$509	﹤0.01%	1058
2024 Q4	$906	Buy	+30	New	+$983	﹤0.01%	973
2024 Q2	–	Sell	-15	Closed	-$546	–	1302
2024 Q1	$546	Buy	+15	New	+$545	﹤0.01%	916

Other funds holding KHC

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Cornerstone Planning Group's KHC Position: Q3 2026 in Review

Cornerstone Planning Group sold out of The Kraft Heinz Company (KHC) in Q3 2026, closing a stake of 79 shares — an estimated $2.06K sold.

Cornerstone Planning Group first reported a position in KHC in Q1 2024 and held it in 8 quarters. The position peaked at $19.3K in Q3 2025. 195 funds tracked by Wall St. Rank hold KHC as of Q3 2026.

Cornerstone Planning Group reported no remaining The Kraft Heinz Company position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 79 The Kraft Heinz Company shares in Q3 2026, an estimated $2.06K.
Cornerstone Planning Group first reported a position in The Kraft Heinz Company in Q1 2024 and held it in 8 quarters.
Cornerstone Planning Group's The Kraft Heinz Company position peaked at $19.3K in Q3 2025.
195 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.