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Diversify Advisory Services’s The Kraft Heinz Company KHC Stock Holding History

Diversify Advisory Services’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
Q1 		– Sell
-9,061
Closed -$213K – 579
2025
Q4 		$213K Buy
+9,061
New +$225K 0.01% 861

Other funds holding KHC

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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 $3.38T AUM 44.17% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Diversify Advisory Services's KHC Position: Q1 2026 in Review

Diversify Advisory Services sold out of The Kraft Heinz Company (KHC) in Q1 2026, closing a stake of 9,061 shares — an estimated $213K sold.

Diversify Advisory Services first reported a position in KHC in Q4 2025 and held it in 1 quarter. The position peaked at $213K in Q4 2025. 1,095 funds tracked by Wall St. Rank hold KHC as of Q1 2026.

  • Diversify Advisory Services reported no remaining The Kraft Heinz Company position as of Q1 2026 after selling out during the quarter.
  • Diversify Advisory Services sold 9,061 The Kraft Heinz Company shares in Q1 2026, an estimated $213K.
  • Diversify Advisory Services first reported a position in The Kraft Heinz Company in Q4 2025 and held it in 1 quarter.
  • Diversify Advisory Services's The Kraft Heinz Company position peaked at $213K in Q4 2025.
  • 1,095 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.