MFG
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Merit Financial Group’s Kraft Heinz KHC Stock Holding History

Merit Financial Group’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 		$602K Sell
25,480
-9,698
-28% -$224K ﹤0.01% 1390
2026
Q1 		$791K Buy
35,178
+13,587
+63% +$320K 0.01% 1103
2025
Q4 		$524K Sell
21,591
-189
-0.9% -$4.7K ﹤0.01% 1284
2025
Q3 		$567K Buy
21,780
+1,416
+7% +$38.5K 0.01% 1107
2025
Q2 		$526K Buy
20,364
+5,768
+40% +$160K 0.01% 1079
2025
Q1 		$444K Buy
14,596
+2,023
+16% +$60.5K 0.01% 989
2024
Q4 		$386K Buy
12,573
+3,986
+46% +$131K 0.01% 822
2024
Q3 		$301K Sell
8,587
-2,844
-25% -$97.8K 0.01% 672
2024
Q2 		$368K Buy
11,431
+2,613
+30% +$93.1K 0.01% 657
2024
Q1 		$321K Buy
8,818
+996
+13% +$36.2K 0.01% 686
2023
Q4 		$289K Buy
7,822
+923
+13% +$31.4K 0.01% 633
2023
Q3 		$232K Buy
6,899
+767
+13% +$26.5K 0.01% 662
2023
Q2 		$218K Buy
6,132
+476
+8% +$18.3K 0.01% 683
2023
Q1 		$219K Sell
5,656
-482
-8% -$19.1K 0.01% 578
2022
Q4 		$250K Buy
+6,138
New +$233K 0.01% 583
2021
Q3 		– Sell
-5,086
Closed -$207K – 273
2021
Q2 		$207K Buy
+5,086
New +$214K 0.02% 254
2020
Q1 		– Sell
-8,133
Closed -$261K – 237
2019
Q4 		$261K Buy
+8,133
New +$246K 0.02% 203
2019
Q1 		– Sell
-6,015
Closed -$258K – 123
2018
Q4 		$258K Buy
6,015
+471
+8% +$24.4K 0.04% 94
2018
Q3 		$305K Buy
5,544
+64
+1% +$3.82K 0.05% 93
2018
Q2 		$344K Sell
5,480
-497
-8% -$29.5K 0.06% 80
2018
Q1 		$372K Buy
5,977
+349
+6% +$25K 0.07% 62
2017
Q4 		$437K Buy
+5,628
New +$442K 0.09% 49

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Merit Financial Group's KHC Position: Q2 2026 in Review

Merit Financial Group reduced its Kraft Heinz (KHC) stake by 28% in Q2 2026, selling an estimated $224K and leaving 25,480 shares worth $602K. The position accounts for ﹤0.01% of the portfolio, ranked #1390.

Merit Financial Group first reported a position in KHC in Q4 2017 and has held it in 22 quarters since. The position peaked at $791K in Q1 2026. 1,105 funds tracked by Wall St. Rank hold KHC as of Q2 2026.

  • Merit Financial Group held 25,480 shares of Kraft Heinz worth $602K as of Q2 2026.
  • Merit Financial Group sold 9,698 Kraft Heinz shares in Q2 2026, an estimated $224K.
  • Kraft Heinz made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1390 holding.
  • Merit Financial Group first reported a position in Kraft Heinz in Q4 2017 and has held it in 22 quarters since.
  • Merit Financial Group's Kraft Heinz position peaked at $791K in Q1 2026.
  • 1,105 funds tracked by Wall St. Rank held Kraft Heinz as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.