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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
Q1 		$247K Buy
+10,987
New +$258K 0.06% 195

Other funds holding KHC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Plan Group Financial's KHC Position: Q1 2026 in Review

Plan Group Financial opened a new position in Kraft Heinz (KHC) in Q1 2026: 10,987 shares worth $247K. The stake represents 0.06% of the portfolio and ranks #195 among its holdings.

1,087 funds tracked by Wall St. Rank hold KHC as of Q1 2026.

  • Plan Group Financial held 10,987 shares of Kraft Heinz worth $247K as of Q1 2026.
  • Kraft Heinz was a new Plan Group Financial position in Q1 2026.
  • Kraft Heinz made up 0.06% of Plan Group Financial's portfolio in Q1 2026, its #195 holding.
  • 1,087 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.