Plan Group Financial’s Kraft Heinz 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 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

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Plan Group Financial's KHC Position: Q2 2026 in Review

Plan Group Financial increased its Kraft Heinz (KHC) stake by 34% in Q2 2026, buying an estimated $86.9K and bringing the position to 14,752 shares worth $348K. The position accounts for 0.07% of the portfolio, ranked #155.

Plan Group Financial first reported a position in KHC in Q1 2026 and has held it in 2 quarters since. 1,112 funds tracked by Wall St. Rank hold KHC as of Q2 2026.

Plan Group Financial held 14,752 shares of Kraft Heinz worth $348K as of Q2 2026.
Plan Group Financial bought 3,765 Kraft Heinz shares in Q2 2026, an estimated $86.9K.
Kraft Heinz made up 0.07% of Plan Group Financial's portfolio in Q2 2026, its #155 holding.
Plan Group Financial first reported a position in Kraft Heinz in Q1 2026 and has held it in 2 quarters since.
1,112 funds tracked by Wall St. Rank held Kraft Heinz as of Q2 2026.

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