Finer Wealth Management
KHC icon

Finer Wealth Management’s The Kraft Heinz Company 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
Q3 		$298K Sell
13,102
-2,496
-16% -$62.8K 0.12% 77
2026
Q2 		$368K Buy
15,598
+1,034
+7% +$23.9K 0.16% 66
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% -$3.28K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nykredit A/S
Nykredit A/S Nordhavn, Denmark $27.5B AUM
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

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

Finer Wealth Management reduced its The Kraft Heinz Company (KHC) stake by 16% in Q3 2026, selling an estimated $62.8K and leaving 13,102 shares worth $298K. The position accounts for 0.12% of the portfolio, ranked #77.

Finer Wealth Management first reported a position in KHC in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.61M in Q1 2024. 590 funds tracked by Wall St. Rank hold KHC as of Q3 2026.

  • Finer Wealth Management held 13,102 shares of The Kraft Heinz Company worth $298K as of Q3 2026.
  • Finer Wealth Management sold 2,496 The Kraft Heinz Company shares in Q3 2026, an estimated $62.8K.
  • The Kraft Heinz Company made up 0.12% of Finer Wealth Management's portfolio in Q3 2026, its #77 holding.
  • Finer Wealth Management first reported a position in The Kraft Heinz Company in Q4 2021 and has held it in 20 quarters since.
  • Finer Wealth Management's The Kraft Heinz Company position peaked at $1.61M in Q1 2024.
  • 590 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q3 2026.

Based on Finer Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.