Richardson Financial Services
KHC icon

Richardson Financial Services’s The Kraft Heinz Company KHC Stock Holding History

Richardson Financial Services’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 		$1.5K Hold
66
– – ﹤0.01% 529
2026
Q2 		$1.56K Hold
66
– – ﹤0.01% 540
2026
Q1 		$1.48K Hold
66
– – ﹤0.01% 544
2025
Q4 		$22K Hold
66
– – 0.01% 394
2025
Q3 		$1.72K Hold
66
– – ﹤0.01% 484
2025
Q2 		$1.7K Hold
66
– – ﹤0.01% 485
2025
Q1 		$2.01K Hold
66
– – ﹤0.01% 476
2024
Q4 		$2.03K Sell
66
-66
-50% -$2.16K ﹤0.01% 488
2024
Q3 		$4.44K Buy
132
+66
+100% +$2.27K ﹤0.01% 462
2024
Q2 		$2.13K Hold
66
– – ﹤0.01% 465
2024
Q1 		$2.44K Buy
+66
New +$2.4K ﹤0.01% 494

Other funds holding KHC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Richardson Financial Services's KHC Position: Q3 2026 in Review

Richardson Financial Services held its The Kraft Heinz Company (KHC) position steady in Q3 2026 at 66 shares worth $1.5K. The position accounts for ﹤0.01% of the portfolio, ranked #529.

Richardson Financial Services first reported a position in KHC in Q1 2024 and has held it in 11 quarters since. The position peaked at $22K in Q4 2025. 560 funds tracked by Wall St. Rank hold KHC as of Q3 2026.

  • Richardson Financial Services held 66 shares of The Kraft Heinz Company worth $1.5K as of Q3 2026.
  • Richardson Financial Services left its The Kraft Heinz Company share count unchanged in Q3 2026.
  • The Kraft Heinz Company made up ﹤0.01% of Richardson Financial Services's portfolio in Q3 2026, its #529 holding.
  • Richardson Financial Services first reported a position in The Kraft Heinz Company in Q1 2024 and has held it in 11 quarters since.
  • Richardson Financial Services's The Kraft Heinz Company position peaked at $22K in Q4 2025.
  • 560 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q3 2026.

Based on Richardson Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.