Heritage Wealth Advisors’s Kraft Heinz KHC Stock Holding History

Heritage Wealth Advisors’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	$165K	Hold	7,321	–	–	0.01%	219
2025 Q4	$178K	Hold	7,321	–	–	0.01%	228
2025 Q3	$191K	Hold	7,321	–	–	0.01%	206
2025 Q2	$189K	Hold	7,321	–	–	0.01%	209
2025 Q1	$223K	Sell	7,321 -107	-1%	-$3.2K	0.01%	187
2024 Q4	$228K	Buy	7,428 +34	+0.5%	+$1.11K	0.01%	191
2024 Q3	$260K	Buy	7,394 +488	+7%	+$16.8K	0.01%	190
2024 Q2	$223K	Hold	6,906	–	–	0.01%	194
2024 Q1	$255K	Hold	6,906	–	–	0.01%	191
2023 Q4	$255K	Hold	6,906	–	–	0.01%	192
2023 Q3	$232K	Hold	6,906	–	–	0.01%	186
2023 Q2	$245K	Hold	6,906	–	–	0.01%	189
2023 Q1	$267K	Sell	6,906 -597	-8%	-$23.6K	0.01%	177
2022 Q4	$305K	Hold	7,503	–	–	0.02%	169
2022 Q3	$250K	Hold	7,503	–	–	0.02%	177
2022 Q2	$286K	Hold	7,503	–	–	0.02%	161
2022 Q1	$296K	Hold	7,503	–	–	0.02%	157
2021 Q4	$269K	Hold	7,503	–	–	0.01%	177
2021 Q3	$276K	Buy	7,503 +207	+3%	+$7.79K	0.02%	171
2021 Q2	$298K	Hold	7,296	–	–	0.02%	171
2021 Q1	$292K	Sell	7,296 -80	-1%	-$2.88K	0.02%	177
2020 Q4	$256K	Hold	7,376	–	–	0.02%	177
2020 Q3	$221K	Hold	7,376	–	–	0.03%	143
2020 Q2	$235K	Hold	7,376	–	–	0.03%	132
2020 Q1	$182K	Hold	7,376	–	–	0.03%	139
2019 Q4	$237K	Sell	7,376 -671	-8%	-$20.3K	0.03%	151
2019 Q3	$224K	Sell	8,047 -1,602	-17%	-$46.1K	0.03%	147
2019 Q2	$300K	Hold	9,649	–	–	0.05%	120
2019 Q1	$315K	Sell	9,649 -1,697	-15%	-$69.2K	0.05%	104
2018 Q4	$488K	Sell	11,346 -67	-0.6%	-$3.47K	0.1%	76
2018 Q3	$628K	Hold	11,413	–	–	0.12%	68
2018 Q2	$717K	Sell	11,413 -101	-0.9%	-$5.99K	0.27%	55
2018 Q1	$715K	Sell	11,514 -34	-0.3%	-$2.44K	0.3%	54
2017 Q4	$898K	Sell	11,548 -555	-5%	-$43.6K	0.38%	50
2017 Q3	$938K	Buy	12,103 +467	+4%	+$39.1K	0.47%	46
2017 Q2	$997K	Buy	11,636 +856	+8%	+$77.6K	0.52%	43
2017 Q1	$978K	Buy	10,780 +1	+0%	+$90	0.53%	40
2016 Q4	$941K	Buy	10,779 +1	+0%	+$86	0.62%	29
2016 Q3	$965K	Buy	10,778 +1	+0%	+$88	0.67%	25
2016 Q2	$952K	Hold	10,777	–	–	0.64%	23
2016 Q1	$846K	Buy	10,777 +253	+2%	+$18.9K	0.66%	22
2015 Q4	$766K	Sell	10,524 -155	-1%	-$11.4K	0.65%	22
2015 Q3	$756K	Buy	+10,679	New	+$806K	0.65%	21

Other funds holding KHC

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Heritage Wealth Advisors's KHC Position: Q1 2026 in Review

Heritage Wealth Advisors held its Kraft Heinz (KHC) position steady in Q1 2026 at 7,321 shares worth $165K. The position accounts for 0.01% of the portfolio, ranked #219.

Heritage Wealth Advisors first reported a position in KHC in Q3 2015 and has held it in 43 quarters since. The position peaked at $997K in Q2 2017. 1,086 funds tracked by Wall St. Rank hold KHC as of Q1 2026.

Heritage Wealth Advisors held 7,321 shares of Kraft Heinz worth $165K as of Q1 2026.
Heritage Wealth Advisors left its Kraft Heinz share count unchanged in Q1 2026.
Kraft Heinz made up 0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #219 holding.
Heritage Wealth Advisors first reported a position in Kraft Heinz in Q3 2015 and has held it in 43 quarters since.
Heritage Wealth Advisors's Kraft Heinz position peaked at $997K in Q2 2017.
1,086 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.