Private Wealth Management Group’s The Kraft Heinz Company KHC Stock Holding History

Private Wealth Management Group’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	$8.13K	Hold	358	–	–	﹤0.01%	695
2026 Q2	$8.46K	Buy	358 +124	+53%	+$2.86K	﹤0.01%	624
2026 Q1	$5.26K	Buy	234 +158	+208%	+$3.72K	﹤0.01%	749
2025 Q4	$1.84K	Sell	76 -198	-72%	-$4.93K	﹤0.01%	1109
2025 Q3	$7.14K	Buy	274 +172	+169%	+$4.67K	﹤0.01%	645
2025 Q2	$2.63K	Sell	102 -143	-58%	-$3.97K	﹤0.01%	991
2025 Q1	$7.46K	Buy	245 +104	+74%	+$3.11K	﹤0.01%	576
2024 Q4	$4.33K	Buy	141 +43	+44%	+$1.41K	﹤0.01%	802
2024 Q3	$3.44K	Buy	98 +3	+3%	+$103	﹤0.01%	872
2024 Q2	$3.06K	Hold	95	–	–	﹤0.01%	900
2024 Q1	$3.51K	Sell	95 -52	-35%	-$1.89K	﹤0.01%	753
2023 Q4	$5.44K	Buy	+147	New	+$5K	﹤0.01%	600

Other funds holding KHC

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Private Wealth Management Group's KHC Position: Q3 2026 in Review

Private Wealth Management Group held its The Kraft Heinz Company (KHC) position steady in Q3 2026 at 358 shares worth $8.13K. The position accounts for ﹤0.01% of the portfolio, ranked #695.

Private Wealth Management Group first reported a position in KHC in Q4 2023 and has held it in 12 quarters since. The position peaked at $8.46K in Q2 2026. 557 funds tracked by Wall St. Rank hold KHC as of Q3 2026.

Private Wealth Management Group held 358 shares of The Kraft Heinz Company worth $8.13K as of Q3 2026.
Private Wealth Management Group left its The Kraft Heinz Company share count unchanged in Q3 2026.
The Kraft Heinz Company made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #695 holding.
Private Wealth Management Group first reported a position in The Kraft Heinz Company in Q4 2023 and has held it in 12 quarters since.
Private Wealth Management Group's The Kraft Heinz Company position peaked at $8.46K in Q2 2026.
557 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.