Herold Advisors’s Kraft Heinz KHC Stock Holding History

Herold 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	–	Sell	-9,000	Closed	-$218K	–	266
2025 Q4	$218K	Sell	9,000 -1,150	-11%	-$28.6K	0.05%	236
2025 Q3	$264K	Sell	10,150 -250	-2%	-$6.79K	0.06%	214
2025 Q2	$269K	Buy	10,400 +1,450	+16%	+$40.2K	0.06%	259
2025 Q1	$272K	Hold	8,950	–	–	0.06%	233
2024 Q4	$275K	Sell	8,950 -450	-5%	-$14.7K	0.06%	232
2024 Q3	$330K	Buy	9,400 +800	+9%	+$27.5K	0.07%	214
2024 Q2	$277K	Hold	8,600	–	–	0.06%	224
2024 Q1	$317K	Buy	8,600 +100	+1%	+$3.63K	0.08%	212
2023 Q4	$314K	Buy	8,500 +150	+2%	+$5.1K	0.09%	198
2023 Q3	$281K	Buy	+8,350	New	+$288K	0.09%	204
2023 Q2	–	Sell	-5,750	Closed	-$222K	–	244
2023 Q1	$222K	Hold	5,750	–	–	0.08%	210
2022 Q4	$234K	Buy	+5,750	New	+$218K	0.1%	184
2022 Q2	–	Sell	-4,600	Closed	-$181K	–	439
2022 Q1	$181K	Buy	+4,600	New	+$172K	0.06%	210
2021 Q4	–	Sell	-4,900	Closed	-$180K	–	427
2021 Q3	$180K	Buy	+4,900	New	+$184K	0.07%	211

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

Herold Advisors's KHC Position: Q1 2026 in Review

Herold Advisors sold out of Kraft Heinz (KHC) in Q1 2026, closing a stake of 9,000 shares — an estimated $218K sold.

Herold Advisors first reported a position in KHC in Q3 2021 and held it in 14 quarters. The position peaked at $330K in Q3 2024. 1,086 funds tracked by Wall St. Rank hold KHC as of Q1 2026.

Herold Advisors reported no remaining Kraft Heinz position as of Q1 2026 after selling out during the quarter.
Herold Advisors sold 9,000 Kraft Heinz shares in Q1 2026, an estimated $218K.
Herold Advisors first reported a position in Kraft Heinz in Q3 2021 and held it in 14 quarters.
Herold Advisors's Kraft Heinz position peaked at $330K in Q3 2024.
1,086 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.