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Finer Wealth Management’s Kraft Heinz KHC Stock Holding History

Finer 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
Q1 		$328K Sell
14,564
-5,798
-28% -$136K 0.16% 69
2025
Q4 		$494K Sell
20,362
-14,562
-42% -$362K 0.24% 56
2025
Q3 		$909K Sell
34,924
-6,186
-15% -$168K 0.45% 41
2025
Q2 		$1.06M Sell
41,110
-118
-0.3% -$3.27K 0.57% 37
2025
Q1 		$1.25M Buy
41,228
+1,615
+4% +$48.3K 0.75% 32
2024
Q4 		$1.22M Sell
39,613
-708
-2% -$23.2K 0.7% 31
2024
Q3 		$1.42M Buy
40,321
+1,840
+5% +$63.3K 0.87% 29
2024
Q2 		$1.24M Sell
38,481
-5,207
-12% -$186K 0.8% 30
2024
Q1 		$1.61M Buy
43,688
+2,400
+6% +$87.2K 1.06% 26
2023
Q4 		$1.53M Sell
41,288
-352
-0.8% -$12K 1.14% 29
2023
Q3 		$1.4M Buy
41,640
+3,650
+10% +$126K 1.12% 29
2023
Q2 		$1.35M Buy
37,990
+1,060
+3% +$40.8K 1.05% 30
2023
Q1 		$1.43M Buy
36,930
+1,087
+3% +$43K 1.21% 28
2022
Q4 		$1.46M Buy
35,843
+45
+0.1% +$1.71K 1.37% 25
2022
Q3 		$1.19M Buy
35,798
+1,906
+6% +$70.8K 1.18% 30
2022
Q2 		$1.29M Buy
33,892
+728
+2% +$29.2K 1.18% 30
2022
Q1 		$1.31M Buy
33,164
+2,933
+10% +$110K 1.07% 31
2021
Q4 		$1.08M Buy
+30,231
New +$1.09M 0.9% 36

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

Finer Wealth Management's KHC Position: Q1 2026 in Review

Finer Wealth Management reduced its Kraft Heinz (KHC) stake by 28% in Q1 2026, selling an estimated $136K and leaving 14,564 shares worth $328K. The position accounts for 0.16% of the portfolio, ranked #69.

Finer Wealth Management first reported a position in KHC in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.61M in Q1 2024. 1,087 funds tracked by Wall St. Rank hold KHC as of Q1 2026.

  • Finer Wealth Management held 14,564 shares of Kraft Heinz worth $328K as of Q1 2026.
  • Finer Wealth Management sold 5,798 Kraft Heinz shares in Q1 2026, an estimated $136K.
  • Kraft Heinz made up 0.16% of Finer Wealth Management's portfolio in Q1 2026, its #69 holding.
  • Finer Wealth Management first reported a position in Kraft Heinz in Q4 2021 and has held it in 18 quarters since.
  • Finer Wealth Management's Kraft Heinz position peaked at $1.61M in Q1 2024.
  • 1,087 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2026.

Based on Finer Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.