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Independent Financial Group’s Kraft Heinz KHC Stock Holding History

Independent Financial Group’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 		$283K Sell
11,988
-3,604
-23% -$83.2K 0.01% 1279
2026
Q1 		$351K Buy
15,592
+817
+6% +$19.2K 0.01% 1090
2025
Q4 		$358K Sell
14,775
-5,805
-28% -$144K 0.01% 1063
2025
Q3 		$536K Buy
20,580
+1,969
+11% +$53.5K 0.01% 826
2025
Q2 		$481K Buy
18,611
+5,859
+46% +$163K 0.01% 800
2025
Q1 		$388K Sell
12,752
-101
-0.8% -$3.02K 0.01% 812
2024
Q4 		$395K Sell
12,853
-1,427
-10% -$46.8K 0.01% 789
2024
Q3 		$501K Buy
14,280
+360
+3% +$12.4K 0.02% 650
2024
Q2 		$449K Sell
13,920
-2,271
-14% -$80.9K 0.02% 650
2024
Q1 		$597K Sell
16,191
-79
-0.5% -$2.87K 0.03% 524
2023
Q4 		$602K Buy
16,270
+115
+0.7% +$3.91K 0.03% 501
2023
Q3 		$543K Buy
16,155
+2,629
+19% +$90.8K 0.04% 469
2023
Q2 		$480K Buy
13,526
+42
+0.3% +$1.62K 0.03% 487
2023
Q1 		$521K Buy
13,484
+442
+3% +$17.5K 0.04% 444
2022
Q4 		$531K Buy
13,042
+2,050
+19% +$77.8K 0.05% 406
2022
Q3 		$367K Buy
10,992
+580
+6% +$21.5K 0.03% 484
2022
Q2 		$397K Sell
10,412
-3,288
-24% -$132K 0.04% 435
2022
Q1 		$540K Buy
13,700
+444
+3% +$16.6K 0.04% 410
2021
Q4 		$476K Sell
13,256
-13,892
-51% -$499K 0.04% 431
2021
Q3 		$1,000K Buy
27,148
+636
+2% +$23.9K 0.1% 213
2021
Q2 		$1.08M Sell
26,512
-1,997
-7% -$84.1K 0.11% 198
2021
Q1 		$1.14M Buy
28,509
+11,465
+67% +$413K 0.15% 172
2020
Q4 		$591K Buy
17,044
+1,150
+7% +$37.3K 0.09% 269
2020
Q3 		$476K Sell
15,894
-600
-4% -$20K 0.09% 244
2020
Q2 		$526K Buy
16,494
+2,031
+14% +$61K 0.12% 213
2020
Q1 		$358K Buy
+14,463
New +$397K 0.11% 226

Other funds holding KHC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Independent Financial Group's KHC Position: Q2 2026 in Review

Independent Financial Group reduced its Kraft Heinz (KHC) stake by 23% in Q2 2026, selling an estimated $83.2K and leaving 11,988 shares worth $283K. The position accounts for 0.01% of the portfolio, ranked #1279.

Independent Financial Group first reported a position in KHC in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.14M in Q1 2021. 1,105 funds tracked by Wall St. Rank hold KHC as of Q2 2026.

  • Independent Financial Group held 11,988 shares of Kraft Heinz worth $283K as of Q2 2026.
  • Independent Financial Group sold 3,604 Kraft Heinz shares in Q2 2026, an estimated $83.2K.
  • Kraft Heinz made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1279 holding.
  • Independent Financial Group first reported a position in Kraft Heinz in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's Kraft Heinz position peaked at $1.14M in Q1 2021.
  • 1,105 funds tracked by Wall St. Rank held Kraft Heinz as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.