IWC
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Integrated Wealth Concepts’s Kraft Heinz KHC Stock Holding History

Integrated Wealth Concepts’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 		$911K Buy
40,517
+25,088
+163% +$590K 0.01% 1171
2025
Q4 		$374K Sell
15,429
-8,080
-34% -$201K ﹤0.01% 1230
2025
Q3 		$612K Sell
23,509
-7,369
-24% -$200K 0.01% 1244
2025
Q2 		$797K Buy
30,878
+8,663
+39% +$240K 0.01% 1040
2025
Q1 		$676K Sell
22,215
-15,905
-42% -$476K 0.01% 1012
2024
Q4 		$1.17M Sell
38,120
-4,821
-11% -$158K 0.01% 751
2024
Q3 		$1.51M Buy
42,941
+17,973
+72% +$618K 0.02% 639
2024
Q2 		$804K Sell
24,968
-2,298
-8% -$81.9K 0.01% 853
2024
Q1 		$1.01M Buy
27,266
+210
+0.8% +$7.63K 0.01% 745
2023
Q4 		$1M Sell
27,056
-50,430
-65% -$1.71M 0.02% 725
2023
Q3 		$2.61M Buy
77,486
+13,604
+21% +$470K 0.05% 365
2023
Q2 		$2.27M Buy
63,882
+1,550
+2% +$59.6K 0.04% 416
2023
Q1 		$2.41M Buy
62,332
+53,916
+641% +$2.13M 0.05% 343
2022
Q4 		$343K Sell
8,416
-242
-3% -$9.19K 0.01% 774
2022
Q3 		$289K Sell
8,658
-1,057
-11% -$39.3K 0.01% 748
2022
Q2 		$371K Sell
9,715
-1,826
-16% -$73.1K 0.01% 687
2022
Q1 		$455K Sell
11,541
-42,069
-78% -$1.58M 0.01% 596
2021
Q4 		$1.93M Sell
53,610
-971
-2% -$34.9K 0.06% 268
2021
Q3 		$2.01M Buy
54,581
+17,293
+46% +$651K 0.07% 248
2021
Q2 		$1.52M Buy
37,288
+3,944
+12% +$166K 0.05% 264
2021
Q1 		$1.33M Buy
+33,344
New +$1.2M 0.05% 249

Other funds holding KHC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Integrated Wealth Concepts's KHC Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Kraft Heinz (KHC) stake by 163% in Q1 2026, buying an estimated $590K and bringing the position to 40,517 shares worth $911K. The position accounts for 0.01% of the portfolio, ranked #1171.

Integrated Wealth Concepts first reported a position in KHC in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.61M in Q3 2023. 1,086 funds tracked by Wall St. Rank hold KHC as of Q1 2026.

  • Integrated Wealth Concepts held 40,517 shares of Kraft Heinz worth $911K as of Q1 2026.
  • Integrated Wealth Concepts bought 25,088 Kraft Heinz shares in Q1 2026, an estimated $590K.
  • Kraft Heinz made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1171 holding.
  • Integrated Wealth Concepts first reported a position in Kraft Heinz in Q1 2021 and has held it in 21 quarters since.
  • Integrated Wealth Concepts's Kraft Heinz position peaked at $2.61M in Q3 2023.
  • 1,086 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.