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Integrated Wealth Concepts’s The Kraft Heinz Company 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
Q2 		$1.18M Buy
49,867
+9,350
+23% +$216K 0.01% 1116
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 $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

Integrated Wealth Concepts's KHC Position: Q2 2026 in Review

Integrated Wealth Concepts increased its The Kraft Heinz Company (KHC) stake by 23% in Q2 2026, buying an estimated $216K and bringing the position to 49,867 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #1116.

Integrated Wealth Concepts first reported a position in KHC in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.61M in Q3 2023. 1,115 funds tracked by Wall St. Rank hold KHC as of Q2 2026.

  • Integrated Wealth Concepts held 49,867 shares of The Kraft Heinz Company worth $1.18M as of Q2 2026.
  • Integrated Wealth Concepts bought 9,350 The Kraft Heinz Company shares in Q2 2026, an estimated $216K.
  • The Kraft Heinz Company made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1116 holding.
  • Integrated Wealth Concepts first reported a position in The Kraft Heinz Company in Q1 2021 and has held it in 22 quarters since.
  • Integrated Wealth Concepts's The Kraft Heinz Company position peaked at $2.61M in Q3 2023.
  • 1,115 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.