Jamison Private Wealth Management’s The Kraft Heinz Company 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 Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

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 The Kraft Heinz Company (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. 1,095 funds tracked by Wall St. Rank hold KHC as of Q1 2026.

Jamison Private Wealth Management reported no remaining The Kraft Heinz Company position as of Q1 2026 after selling out during the quarter.
Jamison Private Wealth Management sold 8,615 The Kraft Heinz Company shares in Q1 2026, an estimated $209K.
Jamison Private Wealth Management first reported a position in The Kraft Heinz Company in Q3 2023 and held it in 10 quarters.
Jamison Private Wealth Management's The Kraft Heinz Company position peaked at $1.11M in Q3 2023.
1,095 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q1 2026.

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