Jeppson Wealth Management
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Jeppson Wealth Management’s The Kraft Heinz Company 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
Q3 		$715K Buy
31,479
+1,694
+6% +$42.6K 0.2% 110
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

RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Franklin Street Advisors
Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Jeppson Wealth Management's KHC Position: Q3 2026 in Review

Jeppson Wealth Management increased its The Kraft Heinz Company (KHC) stake by 5.7% in Q3 2026, buying an estimated $42.6K and bringing the position to 31,479 shares worth $715K. The position accounts for 0.2% of the portfolio, ranked #110.

Jeppson Wealth Management first reported a position in KHC in Q3 2020 and has held it in 25 quarters since. The position peaked at $3.14M in Q4 2022. 329 funds tracked by Wall St. Rank hold KHC as of Q3 2026.

  • Jeppson Wealth Management held 31,479 shares of The Kraft Heinz Company worth $715K as of Q3 2026.
  • Jeppson Wealth Management bought 1,694 The Kraft Heinz Company shares in Q3 2026, an estimated $42.6K.
  • The Kraft Heinz Company made up 0.2% of Jeppson Wealth Management's portfolio in Q3 2026, its #110 holding.
  • Jeppson Wealth Management first reported a position in The Kraft Heinz Company in Q3 2020 and has held it in 25 quarters since.
  • Jeppson Wealth Management's The Kraft Heinz Company position peaked at $3.14M in Q4 2022.
  • 329 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q3 2026.

Based on Jeppson Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.