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Marshall Financial Group (Maryland)’s Kraft Heinz KHC Stock Holding History

Marshall Financial Group (Maryland)’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
-9,614
Closed -$233K – 301
2025
Q4 		$233K Sell
9,614
-1,401
-13% -$34.9K 0.05% 263
2025
Q3 		$287K Sell
11,015
-818
-7% -$22.2K 0.06% 218
2025
Q2 		$309K Sell
11,833
-241
-2% -$6.69K 0.06% 209
2025
Q1 		$367K Sell
12,074
-82
-0.7% -$2.45K 0.08% 178
2024
Q4 		$373K Sell
12,156
-645
-5% -$21.1K 0.09% 163
2024
Q3 		$449K Buy
+12,801
New +$440K 0.11% 158

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Marshall Financial Group (Maryland)'s KHC Position: Q1 2026 in Review

Marshall Financial Group (Maryland) sold out of Kraft Heinz (KHC) in Q1 2026, closing a stake of 9,614 shares — an estimated $233K sold.

Marshall Financial Group (Maryland) first reported a position in KHC in Q3 2024 and held it in 6 quarters. The position peaked at $449K in Q3 2024. 1,091 funds tracked by Wall St. Rank hold KHC as of Q1 2026.

  • Marshall Financial Group (Maryland) reported no remaining Kraft Heinz position as of Q1 2026 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 9,614 Kraft Heinz shares in Q1 2026, an estimated $233K.
  • Marshall Financial Group (Maryland) first reported a position in Kraft Heinz in Q3 2024 and held it in 6 quarters.
  • Marshall Financial Group (Maryland)'s Kraft Heinz position peaked at $449K in Q3 2024.
  • 1,091 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q1 2026, filed 13 Apr 2026.