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Jamison Private Wealth Management’s Kraft Heinz KHC Stock Holding History

Jamison Private 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
Q1 		– Sell
-8,615
Closed -$209K – 218
2025
Q4 		$209K Sell
8,615
-4,161
-33% -$104K 0.03% 202
2025
Q3 		$333K Sell
12,776
-1,498
-10% -$40.7K 0.04% 179
2025
Q2 		$369K Sell
14,274
-288
-2% -$7.99K 0.05% 166
2025
Q1 		$443K Buy
14,562
+38
+0.3% +$1.14K 0.07% 148
2024
Q4 		$446K Sell
14,524
-10,388
-42% -$340K 0.07% 148
2024
Q3 		$875K Sell
24,912
-174
-0.7% -$5.99K 0.13% 109
2024
Q2 		$808K Sell
25,086
-944
-4% -$33.6K 0.13% 107
2024
Q1 		$960K Sell
26,030
-3,054
-11% -$111K 0.16% 98
2023
Q4 		$1.08M Sell
29,084
-3,766
-11% -$128K 0.2% 93
2023
Q3 		$1.11M Buy
+32,850
New +$1.13M 0.23% 84

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Jamison Private Wealth Management's KHC Position: Q1 2026 in Review

Jamison Private Wealth Management sold out of Kraft Heinz (KHC) in Q1 2026, closing a stake of 8,615 shares — an estimated $209K sold.

Jamison Private Wealth Management first reported a position in KHC in Q3 2023 and held it in 10 quarters. The position peaked at $1.11M in Q3 2023. 1,091 funds tracked by Wall St. Rank hold KHC as of Q1 2026.

  • Jamison Private Wealth Management reported no remaining Kraft Heinz position as of Q1 2026 after selling out during the quarter.
  • Jamison Private Wealth Management sold 8,615 Kraft Heinz shares in Q1 2026, an estimated $209K.
  • Jamison Private Wealth Management first reported a position in Kraft Heinz in Q3 2023 and held it in 10 quarters.
  • Jamison Private Wealth Management's Kraft Heinz position peaked at $1.11M in Q3 2023.
  • 1,091 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2026.

Based on Jamison Private Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.