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Oakmont Advisory Group’s The Kraft Heinz Company KHC Stock Holding History

Oakmont Advisory 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 		$331K Buy
14,023
+984
+8% +$22.7K 0.28% 100
2026
Q1 		$293K Buy
13,039
+300
+2% +$7.06K 0.3% 106
2025
Q4 		$309K Buy
+12,739
New +$317K 0.33% 101

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 $3.38T AUM 44.17% 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

Oakmont Advisory Group's KHC Position: Q2 2026 in Review

Oakmont Advisory Group increased its The Kraft Heinz Company (KHC) stake by 7.5% in Q2 2026, buying an estimated $22.7K and bringing the position to 14,023 shares worth $331K. The position accounts for 0.28% of the portfolio, ranked #100.

Oakmont Advisory Group first reported a position in KHC in Q4 2025 and has held it in 3 quarters since. 1,116 funds tracked by Wall St. Rank hold KHC as of Q2 2026.

  • Oakmont Advisory Group held 14,023 shares of The Kraft Heinz Company worth $331K as of Q2 2026.
  • Oakmont Advisory Group bought 984 The Kraft Heinz Company shares in Q2 2026, an estimated $22.7K.
  • The Kraft Heinz Company made up 0.28% of Oakmont Advisory Group's portfolio in Q2 2026, its #100 holding.
  • Oakmont Advisory Group first reported a position in The Kraft Heinz Company in Q4 2025 and has held it in 3 quarters since.
  • 1,116 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q2 2026.

Based on Oakmont Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.