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Marshall & Sterling Wealth Advisors’s The Kraft Heinz Company KHC Stock Holding History

Marshall & Sterling Wealth Advisors’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 		– Sell
-9
Closed -$206 – 346
2026
Q1 		$206 Buy
+9
New +$212 ﹤0.01% 334

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

Marshall & Sterling Wealth Advisors's KHC Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors sold out of The Kraft Heinz Company (KHC) in Q2 2026, closing a stake of 9 shares — an estimated $206 sold.

Marshall & Sterling Wealth Advisors first reported a position in KHC in Q1 2026 and held it in 1 quarter. The position peaked at $206 in Q1 2026. 1,115 funds tracked by Wall St. Rank hold KHC as of Q2 2026.

  • Marshall & Sterling Wealth Advisors reported no remaining The Kraft Heinz Company position as of Q2 2026 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 9 The Kraft Heinz Company shares in Q2 2026, an estimated $206.
  • Marshall & Sterling Wealth Advisors first reported a position in The Kraft Heinz Company in Q1 2026 and held it in 1 quarter.
  • Marshall & Sterling Wealth Advisors's The Kraft Heinz Company position peaked at $206 in Q1 2026.
  • 1,115 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.