Evermay Wealth Management’s The Kraft Heinz Company KHC Stock Holding History

Evermay Wealth 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 Q3	–	Sell	-923	Closed	-$21.8K	–	658
2026 Q2	$21.8K	Buy	923 +658	+248%	+$15.2K	﹤0.01%	439
2026 Q1	$5.96K	Sell	265 -72	-21%	-$1.69K	﹤0.01%	496
2025 Q4	$8.17K	Hold	337	–	–	﹤0.01%	463
2025 Q3	$8.78K	Sell	337 -3	-0.9%	-$82	﹤0.01%	454
2025 Q2	$8.78K	Hold	340	–	–	﹤0.01%	454
2025 Q1	$10.3K	Hold	340	–	–	﹤0.01%	444
2024 Q4	$10.4K	Hold	340	–	–	﹤0.01%	442
2024 Q3	$11.9K	Hold	340	–	–	﹤0.01%	445
2024 Q2	$11K	Sell	340 -1,986	-85%	-$70.8K	﹤0.01%	446
2024 Q1	$85.8K	Buy	2,326 +1,952	+522%	+$70.9K	0.01%	295
2023 Q4	$13.8K	Buy	374 +10	+3%	+$340	﹤0.01%	417
2023 Q3	$12.2K	Hold	364	–	–	﹤0.01%	408
2023 Q2	$12.9K	Hold	364	–	–	﹤0.01%	403
2023 Q1	$14.1K	Hold	364	–	–	﹤0.01%	383
2022 Q4	$14.8K	Hold	364	–	–	﹤0.01%	384
2022 Q3	$12K	Buy	364 +265	+268%	+$9.8K	﹤0.01%	379
2022 Q2	$4K	Hold	99	–	–	﹤0.01%	445
2022 Q1	$4K	Sell	99 -360	-78%	-$13.5K	﹤0.01%	464
2021 Q4	$16K	Sell	459 -131	-22%	-$4.71K	﹤0.01%	372
2021 Q3	$22K	Hold	590	–	–	﹤0.01%	328
2021 Q2	$24K	Buy	+590	New	+$24.8K	﹤0.01%	343

Other funds holding KHC

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nykredit A/S Nordhavn, Denmark $27.5B AUM

Evermay Wealth Management's KHC Position: Q3 2026 in Review

Evermay Wealth Management sold out of The Kraft Heinz Company (KHC) in Q3 2026, closing a stake of 923 shares — an estimated $21.8K sold.

Evermay Wealth Management first reported a position in KHC in Q2 2021 and held it in 21 quarters. The position peaked at $85.8K in Q1 2024. 700 funds tracked by Wall St. Rank hold KHC as of Q3 2026.

Evermay Wealth Management reported no remaining The Kraft Heinz Company position as of Q3 2026 after selling out during the quarter.
Evermay Wealth Management sold 923 The Kraft Heinz Company shares in Q3 2026, an estimated $21.8K.
Evermay Wealth Management first reported a position in The Kraft Heinz Company in Q2 2021 and held it in 21 quarters.
Evermay Wealth Management's The Kraft Heinz Company position peaked at $85.8K in Q1 2024.
700 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.