PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Kraft Heinz KHC Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 Q2	$79.3K	Hold	3,357	–	–	0.02%	272
2026 Q1	$75.5K	Hold	3,357	–	–	0.02%	255
2025 Q4	$81.4K	Hold	3,357	–	–	0.02%	251
2025 Q3	$87.4K	Hold	3,357	–	–	0.03%	221
2025 Q2	$86.7K	Buy	3,357 +8	+0.2%	+$222	0.03%	210
2025 Q1	$102K	Sell	3,349 -1,603	-32%	-$48K	0.04%	203
2024 Q4	$152K	Buy	+4,952	New	+$162K	0.06%	154

Other funds holding KHC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s KHC Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held its Kraft Heinz (KHC) position steady in Q2 2026 at 3,357 shares worth $79.3K. The position accounts for 0.02% of the portfolio, ranked #272.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in KHC in Q4 2024 and has held it in 7 quarters since. The position peaked at $152K in Q4 2024. 607 funds tracked by Wall St. Rank hold KHC as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 3,357 shares of Kraft Heinz worth $79.3K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. left its Kraft Heinz share count unchanged in Q2 2026.
Kraft Heinz made up 0.02% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #272 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Kraft Heinz in Q4 2024 and has held it in 7 quarters since.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Kraft Heinz position peaked at $152K in Q4 2024.
607 funds tracked by Wall St. Rank held Kraft Heinz as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.