Lloyd Advisory Services’s The Kraft Heinz Company KHC Stock Holding History

Lloyd Advisory Services’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	$10.4K	Buy	+440	New	+$10.2K	﹤0.01%	365
2026 Q1	–	Sell	-440	Closed	-$10.3K	–	962
2025 Q4	$10.7K	Buy	+440	New	+$10.9K	﹤0.01%	392
2022 Q2	–	Sell	-475	Closed	-$19K	–	330
2022 Q1	$19K	Buy	475 +5	+1%	+$187	0.01%	354
2021 Q4	$17K	Buy	470 +5	+1%	+$180	0.01%	303
2021 Q3	$17K	Buy	465 +5	+1%	+$188	0.01%	265
2021 Q2	$19K	Buy	460 +5	+1%	+$210	0.01%	238
2021 Q1	$18K	Buy	455 +51	+13%	+$1.84K	0.01%	219
2020 Q4	$14K	Buy	404 +5	+1%	+$162	0.01%	185
2020 Q3	$12K	Buy	399 +5	+1%	+$166	0.01%	176
2020 Q2	$13K	Buy	394 +5	+1%	+$150	0.01%	175
2020 Q1	$10K	Buy	389 +6	+2%	+$165	0.01%	162
2019 Q4	$12K	Buy	+383	New	+$11.6K	0.01%	206

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Lloyd Advisory Services's KHC Position: Q2 2026 in Review

Lloyd Advisory Services opened a new position in The Kraft Heinz Company (KHC) in Q2 2026: 440 shares worth $10.4K. The stake represents ﹤0.01% of the portfolio and ranks #365 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in KHC as recently as Q4 2025.

Lloyd Advisory Services first reported a position in KHC in Q4 2019 and has held it in 12 quarters since. The position peaked at $19K in Q1 2022. 1,116 funds tracked by Wall St. Rank hold KHC as of Q2 2026.

Lloyd Advisory Services held 440 shares of The Kraft Heinz Company worth $10.4K as of Q2 2026.
The Kraft Heinz Company was a new Lloyd Advisory Services position in Q2 2026.
The Kraft Heinz Company made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #365 holding.
Lloyd Advisory Services first reported a position in The Kraft Heinz Company in Q4 2019 and has held it in 12 quarters since.
Lloyd Advisory Services's The Kraft Heinz Company position peaked at $19K in Q1 2022.
1,116 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.