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CreativeOne Wealth’s Kraft Heinz KHC Stock Holding History

CreativeOne Wealth’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 		$1.41M Buy
59,505
+9,284
+18% +$214K 0.03% 466
2026
Q1 		$1.13M Buy
50,221
+4,904
+11% +$115K 0.03% 529
2025
Q4 		$1.1M Buy
45,317
+1,267
+3% +$31.5K 0.03% 522
2025
Q3 		$1.15M Buy
44,050
+36,242
+464% +$985K 0.03% 493
2025
Q2 		$202K Sell
7,808
-82
-1% -$2.28K 0.01% 1059
2025
Q1 		$240K Sell
7,890
-600
-7% -$18K 0.01% 942
2024
Q4 		$261K Buy
8,490
+1,914
+29% +$62.7K 0.01% 929
2024
Q3 		$231K Buy
+6,576
New +$226K 0.01% 859
2023
Q2 		– Sell
-9,607
Closed -$371K – 866
2023
Q1 		$371K Buy
9,607
+51
+0.5% +$2.02K 0.02% 554
2022
Q4 		$389K Buy
9,556
+94
+1% +$3.57K 0.02% 499
2022
Q3 		$316K Buy
9,462
+108
+1% +$4.01K 0.02% 520
2022
Q2 		$357K Sell
9,354
-392
-4% -$15.7K 0.02% 498
2022
Q1 		$384K Sell
9,746
-1,058
-10% -$39.6K 0.02% 507
2021
Q4 		$388K Buy
10,804
+1,023
+10% +$36.8K 0.02% 518
2021
Q3 		$360K Buy
9,781
+133
+1% +$5.01K 0.02% 498
2021
Q2 		$393K Buy
9,648
+1,320
+16% +$55.6K 0.02% 453
2021
Q1 		$333K Buy
8,328
+1,993
+31% +$71.8K 0.03% 421
2020
Q4 		$220K Buy
+6,335
New +$206K 0.02% 464

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

CreativeOne Wealth's KHC Position: Q2 2026 in Review

CreativeOne Wealth increased its Kraft Heinz (KHC) stake by 18% in Q2 2026, buying an estimated $214K and bringing the position to 59,505 shares worth $1.41M. The position accounts for 0.03% of the portfolio, ranked #466.

CreativeOne Wealth first reported a position in KHC in Q4 2020 and has held it in 18 quarters since. 1,105 funds tracked by Wall St. Rank hold KHC as of Q2 2026.

  • CreativeOne Wealth held 59,505 shares of Kraft Heinz worth $1.41M as of Q2 2026.
  • CreativeOne Wealth bought 9,284 Kraft Heinz shares in Q2 2026, an estimated $214K.
  • Kraft Heinz made up 0.03% of CreativeOne Wealth's portfolio in Q2 2026, its #466 holding.
  • CreativeOne Wealth first reported a position in Kraft Heinz in Q4 2020 and has held it in 18 quarters since.
  • 1,105 funds tracked by Wall St. Rank held Kraft Heinz as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.