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Forum Financial Management’s Kraft Heinz KHC Stock Holding History

Forum Financial 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 		– Sell
-16,981
Closed -$412K – 682
2025
Q4 		$412K Sell
16,981
-4,911
-22% -$122K 0.01% 581
2025
Q3 		$570K Buy
21,892
+3,945
+22% +$107K 0.01% 411
2025
Q2 		$463K Sell
17,947
-2,232
-11% -$62K 0.01% 446
2025
Q1 		$614K Buy
20,179
+460
+2% +$13.8K 0.01% 300
2024
Q4 		$606K Buy
19,719
+7,118
+56% +$233K 0.01% 317
2024
Q3 		$442K Buy
12,601
+27
+0.2% +$929 0.01% 374
2024
Q2 		$405K Buy
12,574
+906
+8% +$32.3K 0.01% 378
2024
Q1 		$431K Buy
11,668
+900
+8% +$32.7K 0.01% 374
2023
Q4 		$398K Buy
10,768
+924
+9% +$31.4K 0.01% 358
2023
Q3 		$331K Hold
9,844
– – 0.01% 396
2023
Q2 		$349K Buy
9,844
+86
+0.9% +$3.31K 0.01% 392
2023
Q1 		$377K Sell
9,758
-360
-4% -$14.3K 0.01% 334
2022
Q4 		$412K Buy
10,118
+1,025
+11% +$38.9K 0.01% 295
2022
Q3 		$303K Sell
9,093
-4,889
-35% -$182K 0.01% 341
2022
Q2 		$533K Buy
13,982
+11
+0.1% +$440 0.03% 222
2022
Q1 		$550K Sell
13,971
-1
-0% -$37 0.03% 224
2021
Q4 		$502K Buy
+13,972
New +$502K 0.03% 249

Other funds holding KHC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Forum Financial Management's KHC Position: Q1 2026 in Review

Forum Financial Management sold out of Kraft Heinz (KHC) in Q1 2026, closing a stake of 16,981 shares — an estimated $412K sold.

Forum Financial Management first reported a position in KHC in Q4 2021 and held it in 17 quarters. The position peaked at $614K in Q1 2025. 1,091 funds tracked by Wall St. Rank hold KHC as of Q1 2026.

  • Forum Financial Management reported no remaining Kraft Heinz position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 16,981 Kraft Heinz shares in Q1 2026, an estimated $412K.
  • Forum Financial Management first reported a position in Kraft Heinz in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's Kraft Heinz position peaked at $614K in Q1 2025.
  • 1,091 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.