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PlanVest Financial’s Kraft Heinz KHC Stock Holding History

PlanVest 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 		$15.3K Buy
648
+4
+0.6% +$92 0.01% 369
2026
Q1 		$14.5K Buy
+644
New +$15.1K 0.01% 348

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 $3.37T AUM 44.26% 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

PlanVest Financial's KHC Position: Q2 2026 in Review

PlanVest Financial increased its Kraft Heinz (KHC) stake by 0.62% in Q2 2026, buying an estimated $92 and bringing the position to 648 shares worth $15.3K. The position accounts for 0.01% of the portfolio, ranked #369.

PlanVest Financial first reported a position in KHC in Q1 2026 and has held it in 2 quarters since. 1,079 funds tracked by Wall St. Rank hold KHC as of Q2 2026.

  • PlanVest Financial held 648 shares of Kraft Heinz worth $15.3K as of Q2 2026.
  • PlanVest Financial bought 4 Kraft Heinz shares in Q2 2026, an estimated $92.
  • Kraft Heinz made up 0.01% of PlanVest Financial's portfolio in Q2 2026, its #369 holding.
  • PlanVest Financial first reported a position in Kraft Heinz in Q1 2026 and has held it in 2 quarters since.
  • 1,079 funds tracked by Wall St. Rank held Kraft Heinz as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.