Essex Financial Services’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $264K | Buy |
11,728
+2,703
| +30% | +$63.6K | 0.01% | 653 |
|
|
2025
Q4 | $219K | Buy |
9,025
+150
| +2% | +$3.73K | 0.01% | 722 |
|
|
2025
Q3 | $231K | Buy |
8,875
+59
| +0.7% | +$1.6K | 0.01% | 655 |
|
|
2025
Q2 | $228K | Buy |
8,816
+1,206
| +16% | +$33.5K | 0.01% | 625 |
|
|
2025
Q1 | $232K | Sell |
7,610
-1,774
| -19% | -$53.1K | 0.02% | 561 |
|
|
2024
Q4 | $288K | Buy |
9,384
+209
| +2% | +$6.85K | 0.02% | 500 |
|
|
2024
Q3 | $327K | Sell |
9,175
-449
| -5% | -$15.4K | 0.02% | 466 |
|
|
2024
Q2 | $339K | Buy |
+9,624
| New | +$343K | 0.03% | 453 |
|
|
2023
Q2 | – | Sell |
-5,795
| Closed | -$224K | – | 491 |
|
|
2023
Q1 | $224K | Buy |
5,795
+244
| +4% | +$9.66K | 0.02% | 447 |
|
|
2022
Q4 | $225K | Buy |
+5,551
| New | +$211K | 0.02% | 434 |
|
|
2022
Q3 | – | Sell |
-5,519
| Closed | -$211K | – | 476 |
|
|
2022
Q2 | $211K | Buy |
5,519
+51
| +0.9% | +$2.04K | 0.02% | 449 |
|
|
2022
Q1 | $215K | Buy |
+5,468
| New | +$205K | 0.02% | 462 |
|
|
2021
Q4 | – | Sell |
-5,535
| Closed | -$204K | – | 508 |
|
|
2021
Q3 | $204K | Buy |
+5,535
| New | +$208K | 0.02% | 443 |
|
|
2019
Q1 | – | Sell |
-5,064
| Closed | -$218K | – | 247 |
|
|
2018
Q4 | $218K | Sell |
5,064
-1,088
| -18% | -$56.3K | 0.07% | 224 |
|
|
2018
Q3 | $339K | Sell |
6,152
-1,390
| -18% | -$83.1K | 0.07% | 200 |
|
|
2018
Q2 | $474K | Sell |
7,542
-257
| -3% | -$15.3K | 0.11% | 161 |
|
|
2018
Q1 | $486K | Buy |
7,799
+367
| +5% | +$26.3K | 0.1% | 202 |
|
|
2017
Q4 | $578K | Sell |
7,432
-665
| -8% | -$52.2K | 0.14% | 138 |
|
|
2017
Q3 | $628K | Buy |
8,097
+130
| +2% | +$10.9K | 0.15% | 133 |
|
|
2017
Q2 | $682K | Sell |
7,967
-525
| -6% | -$47.6K | 0.14% | 155 |
|
|
2017
Q1 | $771K | Sell |
8,492
-1,663
| -16% | -$150K | 0.18% | 129 |
|
|
2016
Q4 | $887K | Buy |
10,155
+1,738
| +21% | +$149K | 0.19% | 118 |
|
|
2016
Q3 | $753K | Buy |
8,417
+342
| +4% | +$30.3K | 0.18% | 129 |
|
|
2016
Q2 | $714K | Sell |
8,075
-853
| -10% | -$70.2K | 0.17% | 128 |
|
|
2016
Q1 | $701K | Buy |
8,928
+150
| +2% | +$11.2K | 0.17% | 132 |
|
|
2015
Q4 | $639K | Buy |
8,778
+22
| +0.3% | +$1.62K | 0.15% | 151 |
|
|
2015
Q3 | $618K | Buy |
+8,756
| New | +$661K | 0.16% | 143 |
|
Other funds holding KHC
VCM
VPM
Essex Financial Services's KHC Position: Q1 2026 in Review
Essex Financial Services increased its Kraft Heinz (KHC) stake by 30% in Q1 2026, buying an estimated $63.6K and bringing the position to 11,728 shares worth $264K. The position accounts for 0.01% of the portfolio, ranked #653.
Essex Financial Services first reported a position in KHC in Q3 2015 and has held it in 27 quarters since. The position peaked at $887K in Q4 2016. 1,086 funds tracked by Wall St. Rank hold KHC as of Q1 2026.
- Essex Financial Services held 11,728 shares of Kraft Heinz worth $264K as of Q1 2026.
- Essex Financial Services bought 2,703 Kraft Heinz shares in Q1 2026, an estimated $63.6K.
- Kraft Heinz made up 0.01% of Essex Financial Services's portfolio in Q1 2026, its #653 holding.
- Essex Financial Services first reported a position in Kraft Heinz in Q3 2015 and has held it in 27 quarters since.
- Essex Financial Services's Kraft Heinz position peaked at $887K in Q4 2016.
- 1,086 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2026.
Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.