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Jeppson Wealth Management’s Kraft Heinz KHC Stock Holding History

Jeppson 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 		$704K Buy
29,785
+2,601
+10% +$60K 0.21% 109
2026
Q1 		$611K Sell
27,184
-7,705
-22% -$181K 0.19% 107
2025
Q4 		$846K Sell
34,889
-986
-3% -$24.5K 0.27% 86
2025
Q3 		$934K Sell
35,875
-1,864
-5% -$50.6K 0.3% 80
2025
Q2 		$974K Sell
37,739
-11,312
-23% -$314K 0.34% 75
2025
Q1 		$1.49M Sell
49,051
-10,411
-18% -$312K 0.55% 49
2024
Q4 		$1.83M Sell
59,462
-6,696
-10% -$219K 0.66% 35
2024
Q3 		$2.32M Sell
66,158
-860
-1% -$29.6K 0.83% 26
2024
Q2 		$2.16M Buy
67,018
+756
+1% +$26.9K 0.82% 23
2024
Q1 		$2.45M Sell
66,262
-1,133
-2% -$41.2K 0.95% 22
2023
Q4 		$2.49M Sell
67,395
-4,658
-6% -$158K 1.03% 19
2023
Q3 		$2.42M Buy
72,053
+3,055
+4% +$106K 1.11% 20
2023
Q2 		$2.45M Sell
68,998
-3,243
-4% -$125K 1.07% 18
2023
Q1 		$2.79M Sell
72,241
-4,817
-6% -$191K 1.22% 17
2022
Q4 		$3.14M Sell
77,058
-2,491
-3% -$94.6K 1.32% 12
2022
Q3 		$2.65M Sell
79,549
-194
-0.2% -$7.21K 1.2% 15
2022
Q2 		$3.04M Buy
79,743
+31,648
+66% +$1.27M 1.31% 13
2022
Q1 		$1.89M Sell
48,095
-1,098
-2% -$41.1K 0.88% 25
2021
Q4 		$1.77M Buy
49,193
+4,252
+9% +$153K 0.85% 21
2021
Q3 		$1.65M Buy
44,941
+9,287
+26% +$350K 0.86% 22
2021
Q2 		$1.45M Sell
35,654
-334
-0.9% -$14.1K 0.79% 26
2021
Q1 		$1.44M Sell
35,988
-159
-0.4% -$5.73K 0.86% 25
2020
Q4 		$1.25M Buy
36,147
+1,485
+4% +$48.2K 0.83% 25
2020
Q3 		$1.04M Buy
+34,662
New +$1.15M 0.81% 26

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

Jeppson Wealth Management's KHC Position: Q2 2026 in Review

Jeppson Wealth Management increased its Kraft Heinz (KHC) stake by 9.6% in Q2 2026, buying an estimated $60K and bringing the position to 29,785 shares worth $704K. The position accounts for 0.21% of the portfolio, ranked #109.

Jeppson Wealth Management first reported a position in KHC in Q3 2020 and has held it in 24 quarters since. The position peaked at $3.14M in Q4 2022. 1,111 funds tracked by Wall St. Rank hold KHC as of Q2 2026.

  • Jeppson Wealth Management held 29,785 shares of Kraft Heinz worth $704K as of Q2 2026.
  • Jeppson Wealth Management bought 2,601 Kraft Heinz shares in Q2 2026, an estimated $60K.
  • Kraft Heinz made up 0.21% of Jeppson Wealth Management's portfolio in Q2 2026, its #109 holding.
  • Jeppson Wealth Management first reported a position in Kraft Heinz in Q3 2020 and has held it in 24 quarters since.
  • Jeppson Wealth Management's Kraft Heinz position peaked at $3.14M in Q4 2022.
  • 1,111 funds tracked by Wall St. Rank held Kraft Heinz as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.