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Evelyn Partners Investment Management’s Kraft Heinz KHC Stock Holding History

Evelyn Partners Investment Management’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 		$49.7K Sell
2,208
-1,377
-38% -$32.4K ﹤0.01% 278
2025
Q4 		$86.9K Hold
3,585
– – ﹤0.01% 252
2025
Q3 		$93.4K Hold
3,585
– – ﹤0.01% 243
2025
Q2 		$92.6K Sell
3,585
-1,377
-28% -$38.2K ﹤0.01% 239
2025
Q1 		$151K Sell
4,962
-250
-5% -$7.48K 0.01% 209
2024
Q4 		$160K Buy
+5,212
New +$171K 0.01% 205

Other funds holding KHC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Evelyn Partners Investment Management's KHC Position: Q1 2026 in Review

Evelyn Partners Investment Management reduced its Kraft Heinz (KHC) stake by 38% in Q1 2026, selling an estimated $32.4K and leaving 2,208 shares worth $49.7K. The position accounts for ﹤0.01% of the portfolio, ranked #278.

Evelyn Partners Investment Management first reported a position in KHC in Q4 2024 and has held it in 6 quarters since. The position peaked at $160K in Q4 2024. 1,087 funds tracked by Wall St. Rank hold KHC as of Q1 2026.

  • Evelyn Partners Investment Management held 2,208 shares of Kraft Heinz worth $49.7K as of Q1 2026.
  • Evelyn Partners Investment Management sold 1,377 Kraft Heinz shares in Q1 2026, an estimated $32.4K.
  • Kraft Heinz made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #278 holding.
  • Evelyn Partners Investment Management first reported a position in Kraft Heinz in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's Kraft Heinz position peaked at $160K in Q4 2024.
  • 1,087 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.