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Estate Planners Group’s The Kraft Heinz Company KHC Stock Holding History

Estate Planners Group’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
-3,018
Closed -$73.2K – 250
2025
Q4 		$73.2K Buy
+3,018
New +$75.1K 0.03% 115

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
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

Estate Planners Group's KHC Position: Q1 2026 in Review

Estate Planners Group sold out of The Kraft Heinz Company (KHC) in Q1 2026, closing a stake of 3,018 shares — an estimated $73.2K sold.

Estate Planners Group first reported a position in KHC in Q4 2025 and held it in 1 quarter. The position peaked at $73.2K in Q4 2025. 1,095 funds tracked by Wall St. Rank hold KHC as of Q1 2026.

  • Estate Planners Group reported no remaining The Kraft Heinz Company position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 3,018 The Kraft Heinz Company shares in Q1 2026, an estimated $73.2K.
  • Estate Planners Group first reported a position in The Kraft Heinz Company in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's The Kraft Heinz Company position peaked at $73.2K in Q4 2025.
  • 1,095 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.