Cyndeo Wealth Partners’s The Kraft Heinz Company 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 Q3	$9.38M	Sell	412,921 -11,714	-3%	-$295K	0.42%	73
2026 Q2	$10M	Buy	424,635 +19,982	+5%	+$461K	0.47%	68
2026 Q1	$9.1M	Buy	+404,653	New	+$9.5M	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

RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Cyndeo Wealth Partners's KHC Position: Q3 2026 in Review

Cyndeo Wealth Partners reduced its The Kraft Heinz Company (KHC) stake by 2.8% in Q3 2026, selling an estimated $295K and leaving 412,921 shares worth $9.38M. The position accounts for 0.42% of the portfolio, ranked #73.

Cyndeo Wealth Partners first reported a position in KHC in Q4 2022 and has held it in 9 quarters since. The position peaked at $10M in Q2 2026. 329 funds tracked by Wall St. Rank hold KHC as of Q3 2026.

Cyndeo Wealth Partners held 412,921 shares of The Kraft Heinz Company worth $9.38M as of Q3 2026.
Cyndeo Wealth Partners sold 11,714 The Kraft Heinz Company shares in Q3 2026, an estimated $295K.
The Kraft Heinz Company made up 0.42% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #73 holding.
Cyndeo Wealth Partners first reported a position in The Kraft Heinz Company in Q4 2022 and has held it in 9 quarters since.
Cyndeo Wealth Partners's The Kraft Heinz Company position peaked at $10M in Q2 2026.
329 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.