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Montgomery Financial Services’s Kraft Heinz KHC Stock Holding History

Montgomery Financial 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 		$2.72K Buy
+115
New +$2.65K ﹤0.01% 258

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

Montgomery Financial Services's KHC Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in Kraft Heinz (KHC) in Q2 2026: 115 shares worth $2.72K. The stake represents ﹤0.01% of the portfolio and ranks #258 among its holdings.

1,047 funds tracked by Wall St. Rank hold KHC as of Q2 2026.

  • Montgomery Financial Services held 115 shares of Kraft Heinz worth $2.72K as of Q2 2026.
  • Kraft Heinz was a new Montgomery Financial Services position in Q2 2026.
  • Kraft Heinz made up ﹤0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #258 holding.
  • 1,047 funds tracked by Wall St. Rank held Kraft Heinz as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.