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Elevation Wealth Partners’s The Kraft Heinz Company KHC Stock Holding History

Elevation 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 		$83K Buy
3,654
+1,118
+44% +$28.1K 0.02% 237
2026
Q2 		$59.9K Buy
2,536
+2,316
+1,053% +$53.5K 0.02% 268
2026
Q1 		$4.95K Buy
220
+137
+165% +$3.22K ﹤0.01% 714
2025
Q4 		$2.02K Buy
83
+27
+48% +$672 ﹤0.01% 790
2025
Q3 		$1.47K Buy
+56
New +$1.52K ﹤0.01% 696
2025
Q2 		– Hold
0
– – – 483
2025
Q1 		– Hold
0
– – – 493
2024
Q4 		– Hold
0
– – – 497
2024
Q3 		– Hold
0
– – – 476
2024
Q2 		– Hold
0
– – – 508
2024
Q1 		– Sell
-400
Closed -$14.5K – 476
2023
Q4 		$13.5K Buy
+400
New +$13.6K 0.01% 309
2023
Q3 		– Hold
0
– – – 343
2023
Q2 		– Hold
0
– – – 353
2023
Q1 		– Hold
0
– – – 348

Other funds holding KHC

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return
PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

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

Elevation Wealth Partners increased its The Kraft Heinz Company (KHC) stake by 44% in Q3 2026, buying an estimated $28.1K and bringing the position to 3,654 shares worth $83K. The position accounts for 0.02% of the portfolio, ranked #237.

Elevation Wealth Partners first reported a position in KHC in Q4 2023 and has held it in 6 quarters since. 42 funds tracked by Wall St. Rank hold KHC as of Q3 2026.

  • Elevation Wealth Partners held 3,654 shares of The Kraft Heinz Company worth $83K as of Q3 2026.
  • Elevation Wealth Partners bought 1,118 The Kraft Heinz Company shares in Q3 2026, an estimated $28.1K.
  • The Kraft Heinz Company made up 0.02% of Elevation Wealth Partners's portfolio in Q3 2026, its #237 holding.
  • Elevation Wealth Partners first reported a position in The Kraft Heinz Company in Q4 2023 and has held it in 6 quarters since.
  • 42 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.