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Peak Retirement Planning’s The Kraft Heinz Company KHC Stock Holding History

Peak Retirement Planning’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 		$3.29M Buy
139,107
+39,060
+39% +$901K 0.52% 59
2026
Q1 		$2.25M Buy
100,047
+17,079
+21% +$402K 0.45% 67
2025
Q4 		$2.01M Buy
82,968
+19,428
+31% +$483K 0.47% 64
2025
Q3 		$1.65M Buy
+63,540
New +$1.73M 0.47% 69

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

Peak Retirement Planning's KHC Position: Q2 2026 in Review

Peak Retirement Planning increased its The Kraft Heinz Company (KHC) stake by 39% in Q2 2026, buying an estimated $901K and bringing the position to 139,107 shares worth $3.29M. The position accounts for 0.52% of the portfolio, ranked #59.

Peak Retirement Planning first reported a position in KHC in Q3 2025 and has held it in 4 quarters since. 1,116 funds tracked by Wall St. Rank hold KHC as of Q2 2026.

  • Peak Retirement Planning held 139,107 shares of The Kraft Heinz Company worth $3.29M as of Q2 2026.
  • Peak Retirement Planning bought 39,060 The Kraft Heinz Company shares in Q2 2026, an estimated $901K.
  • The Kraft Heinz Company made up 0.52% of Peak Retirement Planning's portfolio in Q2 2026, its #59 holding.
  • Peak Retirement Planning first reported a position in The Kraft Heinz Company in Q3 2025 and has held it in 4 quarters since.
  • 1,116 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.