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Plan A Wealth’s The Kraft Heinz Company KHC Stock Holding History

Plan A Wealth’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
Q3 		$569K Buy
25,038
+98
+0.4% +$2.47K 0.2% 74
2026
Q2 		$589K Buy
24,940
+622
+3% +$14.4K 0.25% 66
2026
Q1 		$547K Buy
24,318
+1,275
+6% +$30K 0.26% 66
2025
Q4 		$559K Buy
23,043
+1,056
+5% +$26.3K 0.27% 64
2025
Q3 		$573K Buy
21,987
+2,019
+10% +$54.9K 0.29% 56
2025
Q2 		$516K Buy
19,968
+11,167
+127% +$310K 0.29% 61
2025
Q1 		$268K Buy
+8,801
New +$263K 0.21% 78

Other funds holding KHC

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return
PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Plan A Wealth's KHC Position: Q3 2026 in Review

Plan A Wealth increased its The Kraft Heinz Company (KHC) stake by 0.39% in Q3 2026, buying an estimated $2.47K and bringing the position to 25,038 shares worth $569K. The position accounts for 0.2% of the portfolio, ranked #74.

Plan A Wealth first reported a position in KHC in Q1 2025 and has held it in 7 quarters since. The position peaked at $589K in Q2 2026. 42 funds tracked by Wall St. Rank hold KHC as of Q3 2026.

  • Plan A Wealth held 25,038 shares of The Kraft Heinz Company worth $569K as of Q3 2026.
  • Plan A Wealth bought 98 The Kraft Heinz Company shares in Q3 2026, an estimated $2.47K.
  • The Kraft Heinz Company made up 0.2% of Plan A Wealth's portfolio in Q3 2026, its #74 holding.
  • Plan A Wealth first reported a position in The Kraft Heinz Company in Q1 2025 and has held it in 7 quarters since.
  • Plan A Wealth's The Kraft Heinz Company position peaked at $589K in Q2 2026.
  • 42 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.