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EP Wealth Advisors’s The Kraft Heinz Company KHC Stock Holding History

EP Wealth Advisors’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 		$617K Buy
26,133
+12,549
+92% +$290K ﹤0.01% 942
2026
Q1 		$306K Sell
13,584
-16,905
-55% -$398K ﹤0.01% 1157
2025
Q4 		$739K Buy
+30,489
New +$758K ﹤0.01% 713
2025
Q2 		$851K Sell
32,972
-2,527
-7% -$70.1K 0.01% 610
2025
Q1 		$1.08M Sell
35,499
-22,619
-39% -$677K 0.01% 483
2024
Q4 		$1.78M Buy
58,118
+2,423
+4% +$79.4K 0.01% 377
2024
Q3 		$1.96M Buy
55,695
+19,288
+53% +$664K 0.02% 364
2024
Q2 		$1.17M Buy
36,407
+601
+2% +$21.4K 0.01% 361
2024
Q1 		$1.32M Sell
35,806
-1,808
-5% -$65.7K 0.02% 332
2023
Q4 		$1.39M Sell
37,614
-1,027
-3% -$34.9K 0.02% 317
2023
Q3 		$1.3M Buy
38,641
+13,616
+54% +$470K 0.02% 291
2023
Q2 		$1.38M Sell
25,025
-266,267
-91% -$10.2M 0.02% 286
2023
Q1 		$47M Buy
291,292
+284,479
+4,176% +$11.3M 0.81% 28
2022
Q4 		$277K Buy
+6,813
New +$259K 0.01% 480
2022
Q3 		– Sell
-5,292
Closed -$202K – 492
2022
Q2 		$202K Sell
5,292
-140
-3% -$5.61K ﹤0.01% 570
2022
Q1 		$214K Sell
5,432
-450
-8% -$16.9K ﹤0.01% 558
2021
Q4 		$211K Buy
+5,882
New +$211K 0.01% 520
2021
Q3 		– Sell
-5,246
Closed -$214K – 549
2021
Q2 		$214K Buy
+5,246
New +$221K 0.01% 501
2017
Q1 		– Sell
-2,687
Closed -$235K – 162
2016
Q4 		$235K Buy
+2,687
New +$230K 0.03% 125

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 $3.38T 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
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

EP Wealth Advisors's KHC Position: Q2 2026 in Review

EP Wealth Advisors increased its The Kraft Heinz Company (KHC) stake by 92% in Q2 2026, buying an estimated $290K and bringing the position to 26,133 shares worth $617K. The position accounts for ﹤0.01% of the portfolio, ranked #942.

EP Wealth Advisors first reported a position in KHC in Q4 2016 and has held it in 19 quarters since. The position peaked at $47M in Q1 2023. 1,116 funds tracked by Wall St. Rank hold KHC as of Q2 2026.

  • EP Wealth Advisors held 26,133 shares of The Kraft Heinz Company worth $617K as of Q2 2026.
  • EP Wealth Advisors bought 12,549 The Kraft Heinz Company shares in Q2 2026, an estimated $290K.
  • The Kraft Heinz Company made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #942 holding.
  • EP Wealth Advisors first reported a position in The Kraft Heinz Company in Q4 2016 and has held it in 19 quarters since.
  • EP Wealth Advisors's The Kraft Heinz Company position peaked at $47M in Q1 2023.
  • 1,116 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.