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 Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Creative Planning's KHC Position: Q2 2026 in Review

Creative Planning increased its Kraft Heinz (KHC) stake by 28% in Q2 2026, buying an estimated $2.42M and bringing the position to 483,231 shares worth $11.4M. The position accounts for 0.01% of the portfolio, ranked #791.

Creative Planning first reported a position in KHC in Q3 2015 and has held it in 44 quarters since. 1,111 funds tracked by Wall St. Rank hold KHC as of Q2 2026.

Creative Planning held 483,231 shares of Kraft Heinz worth $11.4M as of Q2 2026.
Creative Planning bought 105,000 Kraft Heinz shares in Q2 2026, an estimated $2.42M.
Kraft Heinz made up 0.01% of Creative Planning's portfolio in Q2 2026, its #791 holding.
Creative Planning first reported a position in Kraft Heinz in Q3 2015 and has held it in 44 quarters since.
1,111 funds tracked by Wall St. Rank held Kraft Heinz as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.