Golden State Wealth Management’s Kraft Heinz KHC Stock Holding History

Golden State 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 Q2	$18.6K	Buy	788 +149	+23%	+$3.44K	﹤0.01%	965
2026 Q1	$14.4K	Hold	639	–	–	﹤0.01%	998
2025 Q4	$15.5K	Hold	639	–	–	﹤0.01%	988
2025 Q3	$16.6K	Hold	639	–	–	﹤0.01%	957
2025 Q2	$16.5K	Sell	639 -82	-11%	-$2.28K	﹤0.01%	934
2025 Q1	$21.9K	Hold	721	–	–	﹤0.01%	780
2024 Q4	$22.1K	Buy	+721	New	+$23.6K	﹤0.01%	744
2020 Q4	–	Sell	-1,654	Closed	-$50K	–	335
2020 Q3	$50K	Buy	+1,654	New	+$55.1K	0.02%	328
2020 Q2	–	Sell	-1,820	Closed	-$45K	–	625
2020 Q1	$45K	Buy	+1,820	New	+$49.9K	0.02%	378
2019 Q4	–	Sell	-7,135	Closed	-$199K	–	537
2019 Q3	$199K	Buy	7,135 +1,905	+36%	+$54.8K	0.07%	205
2019 Q2	$162K	Buy	5,230 +153	+3%	+$4.82K	0.05%	250
2019 Q1	$166K	Buy	+5,077	New	+$207K	0.06%	247

Other funds holding KHC

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Golden State Wealth Management's KHC Position: Q2 2026 in Review

Golden State Wealth Management increased its Kraft Heinz (KHC) stake by 23% in Q2 2026, buying an estimated $3.44K and bringing the position to 788 shares worth $18.6K. The position accounts for ﹤0.01% of the portfolio, ranked #965.

Golden State Wealth Management first reported a position in KHC in Q1 2019 and has held it in 12 quarters since. The position peaked at $199K in Q3 2019. 1,111 funds tracked by Wall St. Rank hold KHC as of Q2 2026.

Golden State Wealth Management held 788 shares of Kraft Heinz worth $18.6K as of Q2 2026.
Golden State Wealth Management bought 149 Kraft Heinz shares in Q2 2026, an estimated $3.44K.
Kraft Heinz made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #965 holding.
Golden State Wealth Management first reported a position in Kraft Heinz in Q1 2019 and has held it in 12 quarters since.
Golden State Wealth Management's Kraft Heinz position peaked at $199K in Q3 2019.
1,111 funds tracked by Wall St. Rank held Kraft Heinz as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.