Plan Group Financial
KHC icon

Plan Group Financial’s The Kraft Heinz Company KHC Stock Holding History

Plan Group Financial’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 		$437K Buy
18,358
+3,606
+24% +$90.8K 0.09% 136
2026
Q2 		$348K Buy
14,752
+3,765
+34% +$86.9K 0.07% 155
2026
Q1 		$247K Buy
+10,987
New +$258K 0.06% 195

Other funds holding KHC

RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Franklin Street Advisors
Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Plan Group Financial's KHC Position: Q3 2026 in Review

Plan Group Financial increased its The Kraft Heinz Company (KHC) stake by 24% in Q3 2026, buying an estimated $90.8K and bringing the position to 18,358 shares worth $437K. The position accounts for 0.09% of the portfolio, ranked #136.

Plan Group Financial first reported a position in KHC in Q1 2026 and has held it in 3 quarters since. 299 funds tracked by Wall St. Rank hold KHC as of Q3 2026.

  • Plan Group Financial held 18,358 shares of The Kraft Heinz Company worth $437K as of Q3 2026.
  • Plan Group Financial bought 3,606 The Kraft Heinz Company shares in Q3 2026, an estimated $90.8K.
  • The Kraft Heinz Company made up 0.09% of Plan Group Financial's portfolio in Q3 2026, its #136 holding.
  • Plan Group Financial first reported a position in The Kraft Heinz Company in Q1 2026 and has held it in 3 quarters since.
  • 299 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.