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GoalVest Advisory’s The Kraft Heinz Company KHC Stock Holding History

GoalVest Advisory’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 		$11.3K Buy
+496
New +$12.5K ﹤0.01% 424
2026
Q1 		– Sell
-287
Closed -$6.96K – 502
2025
Q4 		$6.96K Buy
+287
New +$7.14K ﹤0.01% 448
2025
Q2 		– Sell
-7
Closed -$213 – 458
2025
Q1 		$213 Buy
+7
New +$209 ﹤0.01% 441
2024
Q4 		– Sell
-394
Closed -$13.8K – 417
2024
Q3 		$13.8K Buy
+394
New +$13.6K ﹤0.01% 295

Other funds holding KHC

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return
PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GoalVest Advisory's KHC Position: Q3 2026 in Review

GoalVest Advisory opened a new position in The Kraft Heinz Company (KHC) in Q3 2026: 496 shares worth $11.3K. The stake represents ﹤0.01% of the portfolio and ranks #424 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in KHC as recently as Q4 2025.

GoalVest Advisory first reported a position in KHC in Q3 2024 and has held it in 4 quarters since. The position peaked at $13.8K in Q3 2024. 42 funds tracked by Wall St. Rank hold KHC as of Q3 2026.

  • GoalVest Advisory held 496 shares of The Kraft Heinz Company worth $11.3K as of Q3 2026.
  • The Kraft Heinz Company was a new GoalVest Advisory position in Q3 2026.
  • The Kraft Heinz Company made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #424 holding.
  • GoalVest Advisory first reported a position in The Kraft Heinz Company in Q3 2024 and has held it in 4 quarters since.
  • GoalVest Advisory's The Kraft Heinz Company position peaked at $13.8K in Q3 2024.
  • 42 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.