Creative Planning
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Creative Planning’s Kraft Heinz KHC Stock Holding History

Creative Planning’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
2020
Q3 		– Sell
-8,000
Closed -$1K – 2213
2020
Q2 		$1K Buy
+8,000
New +$240K ﹤0.01% 1992
2016
Q1 		– Sell
-1,000
Closed -$2K – 4433
2015
Q4 		$2K Sell
1,000
-2,000
-67% -$148K ﹤0.01% 4033
2015
Q3 		$2K Buy
+3,000
New +$226K ﹤0.01% 3948

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

Creative Planning's KHC Position: Q1 2026 in Review

Creative Planning increased its Kraft Heinz (KHC) stake by 93% in Q1 2026, buying an estimated $4.29M and bringing the position to 378,231 shares worth $8.51M. The position accounts for 0.01% of the portfolio, ranked #807.

Creative Planning first reported a position in KHC in Q3 2015 and has held it in 43 quarters since. 1,086 funds tracked by Wall St. Rank hold KHC as of Q1 2026.

  • Creative Planning held 378,231 shares of Kraft Heinz worth $8.51M as of Q1 2026.
  • Creative Planning bought 182,210 Kraft Heinz shares in Q1 2026, an estimated $4.29M.
  • Kraft Heinz made up 0.01% of Creative Planning's portfolio in Q1 2026, its #807 holding.
  • Creative Planning first reported a position in Kraft Heinz in Q3 2015 and has held it in 43 quarters since.
  • 1,086 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.