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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
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 $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Jeppson Wealth Management's KHC Position: Q1 2026 in Review

Jeppson Wealth Management reduced its Kraft Heinz (KHC) stake by 22% in Q1 2026, selling an estimated $181K and leaving 27,184 shares worth $611K. The position accounts for 0.19% of the portfolio, ranked #107.

Jeppson Wealth Management first reported a position in KHC in Q3 2020 and has held it in 23 quarters since. The position peaked at $3.14M in Q4 2022. 1,086 funds tracked by Wall St. Rank hold KHC as of Q1 2026.

  • Jeppson Wealth Management held 27,184 shares of Kraft Heinz worth $611K as of Q1 2026.
  • Jeppson Wealth Management sold 7,705 Kraft Heinz shares in Q1 2026, an estimated $181K.
  • Kraft Heinz made up 0.19% of Jeppson Wealth Management's portfolio in Q1 2026, its #107 holding.
  • Jeppson Wealth Management first reported a position in Kraft Heinz in Q3 2020 and has held it in 23 quarters since.
  • Jeppson Wealth Management's Kraft Heinz position peaked at $3.14M in Q4 2022.
  • 1,086 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.