CWP
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Cyndeo Wealth Partners’s Kraft Heinz KHC Stock Holding History

Cyndeo Wealth Partners’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 		$10M Buy
424,635
+19,982
+5% +$461K 0.47% 68
2026
Q1 		$9.1M Buy
+404,653
New +$9.52M 0.48% 69
2024
Q2 		– Sell
-5,698
Closed -$210K – 409
2024
Q1 		$210K Sell
5,698
-290
-5% -$10.5K 0.02% 372
2023
Q4 		$221K Sell
5,988
-1,014
-14% -$34.5K 0.02% 344
2023
Q3 		$236K Sell
7,002
-97,584
-93% -$3.37M 0.02% 302
2023
Q2 		$3.71M Buy
104,586
+7,347
+8% +$283K 0.39% 89
2023
Q1 		$3.76M Buy
97,239
+5,671
+6% +$225K 0.41% 80
2022
Q4 		$3.73M Buy
+91,568
New +$3.48M 0.44% 77

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

Cyndeo Wealth Partners's KHC Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its Kraft Heinz (KHC) stake by 4.9% in Q2 2026, buying an estimated $461K and bringing the position to 424,635 shares worth $10M. The position accounts for 0.47% of the portfolio, ranked #68.

Cyndeo Wealth Partners first reported a position in KHC in Q4 2022 and has held it in 8 quarters since. 1,110 funds tracked by Wall St. Rank hold KHC as of Q2 2026.

  • Cyndeo Wealth Partners held 424,635 shares of Kraft Heinz worth $10M as of Q2 2026.
  • Cyndeo Wealth Partners bought 19,982 Kraft Heinz shares in Q2 2026, an estimated $461K.
  • Kraft Heinz made up 0.47% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #68 holding.
  • Cyndeo Wealth Partners first reported a position in Kraft Heinz in Q4 2022 and has held it in 8 quarters since.
  • 1,110 funds tracked by Wall St. Rank held Kraft Heinz as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.