CAG
KHC icon

Crestwood Advisors Group’s Kraft Heinz KHC Stock Holding History

Crestwood Advisors 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
Q2 		$561K Buy
23,765
+11,545
+94% +$266K 0.01% 454
2026
Q1 		$275K Buy
12,220
+3,420
+39% +$80.4K ﹤0.01% 621
2025
Q4 		$213K Buy
+8,800
New +$219K ﹤0.01% 642
2017
Q2 		– Sell
-1,220
Closed -$109K – 307
2017
Q1 		$109K Buy
+1,220
New +$110K 0.01% 188

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Crestwood Advisors Group's KHC Position: Q2 2026 in Review

Crestwood Advisors Group increased its Kraft Heinz (KHC) stake by 94% in Q2 2026, buying an estimated $266K and bringing the position to 23,765 shares worth $561K. The position accounts for 0.01% of the portfolio, ranked #454.

Crestwood Advisors Group first reported a position in KHC in Q1 2017 and has held it in 4 quarters since. 1,105 funds tracked by Wall St. Rank hold KHC as of Q2 2026.

  • Crestwood Advisors Group held 23,765 shares of Kraft Heinz worth $561K as of Q2 2026.
  • Crestwood Advisors Group bought 11,545 Kraft Heinz shares in Q2 2026, an estimated $266K.
  • Kraft Heinz made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #454 holding.
  • Crestwood Advisors Group first reported a position in Kraft Heinz in Q1 2017 and has held it in 4 quarters since.
  • 1,105 funds tracked by Wall St. Rank held Kraft Heinz as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.