Herold Advisors
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Herold Advisors’s The Kraft Heinz Company 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
Q3 		$212K Buy
9,350
+900
+11% +$22.7K 0.04% 251
2026
Q2 		$202K Buy
+8,450
New +$195K 0.04% 258
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Franklin Street Advisors
Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Herold Advisors's KHC Position: Q3 2026 in Review

Herold Advisors increased its The Kraft Heinz Company (KHC) stake by 11% in Q3 2026, buying an estimated $22.7K and bringing the position to 9,350 shares worth $212K. The position accounts for 0.04% of the portfolio, ranked #251.

Herold Advisors first reported a position in KHC in Q3 2021 and has held it in 16 quarters since. The position peaked at $330K in Q3 2024. 189 funds tracked by Wall St. Rank hold KHC as of Q3 2026.

  • Herold Advisors held 9,350 shares of The Kraft Heinz Company worth $212K as of Q3 2026.
  • Herold Advisors bought 900 The Kraft Heinz Company shares in Q3 2026, an estimated $22.7K.
  • The Kraft Heinz Company made up 0.04% of Herold Advisors's portfolio in Q3 2026, its #251 holding.
  • Herold Advisors first reported a position in The Kraft Heinz Company in Q3 2021 and has held it in 16 quarters since.
  • Herold Advisors's The Kraft Heinz Company position peaked at $330K in Q3 2024.
  • 189 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.