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Institute for Wealth Management’s The Kraft Heinz Company KHC Stock Holding History

Institute for 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 		$31.4K Buy
+1,330
New +$30.7K ﹤0.01% 1003
2025
Q1 		– Sell
-7,261
Closed -$223K – 543
2024
Q4 		$223K Buy
7,261
+1,024
+16% +$33.6K 0.03% 466
2024
Q3 		$219K Buy
+6,237
New +$215K 0.03% 501
2023
Q1 		– Sell
-5,851
Closed -$238K – 461
2022
Q4 		$238K Sell
5,851
-157
-3% -$5.96K 0.05% 394
2022
Q3 		$200K Buy
6,008
+3
+0% +$111 0.04% 422
2022
Q2 		$229K Sell
6,005
-278
-4% -$11.1K 0.05% 463
2022
Q1 		$248K Buy
6,283
+5
+0.1% +$187 0.04% 468
2021
Q4 		$225K Buy
6,278
+6
+0.1% +$216 0.04% 444
2021
Q3 		$231K Sell
6,272
-114
-2% -$4.29K 0.04% 436
2021
Q2 		$260K Sell
6,386
-634
-9% -$26.7K 0.05% 407
2021
Q1 		$281K Sell
7,020
-559
-7% -$20.1K 0.05% 373
2020
Q4 		$263K Sell
7,579
-529
-7% -$17.2K 0.05% 376
2020
Q3 		$243K Buy
8,108
+211
+3% +$7.02K 0.06% 360
2020
Q2 		$252K Buy
+7,897
New +$237K 0.06% 353
2018
Q1 		– Sell
-5,967
Closed -$469K – 334
2017
Q4 		$469K Buy
+5,967
New +$469K 0.11% 237
2017
Q3 		– Sell
-7,624
Closed -$654K – 321
2017
Q2 		$654K Buy
+7,624
New +$691K 0.18% 183

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 $3.38T AUM 44.17% 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

Institute for Wealth Management's KHC Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in The Kraft Heinz Company (KHC) in Q2 2026: 1,330 shares worth $31.4K. The stake represents ﹤0.01% of the portfolio and ranks #1003 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in KHC as recently as Q4 2024.

Institute for Wealth Management first reported a position in KHC in Q2 2017 and has held it in 16 quarters since. The position peaked at $654K in Q2 2017. 1,116 funds tracked by Wall St. Rank hold KHC as of Q2 2026.

  • Institute for Wealth Management held 1,330 shares of The Kraft Heinz Company worth $31.4K as of Q2 2026.
  • The Kraft Heinz Company was a new Institute for Wealth Management position in Q2 2026.
  • The Kraft Heinz Company made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1003 holding.
  • Institute for Wealth Management first reported a position in The Kraft Heinz Company in Q2 2017 and has held it in 16 quarters since.
  • Institute for Wealth Management's The Kraft Heinz Company position peaked at $654K in Q2 2017.
  • 1,116 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.