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Root Financial Partners’s Kraft Heinz KHC Stock Holding History

Root Financial Partners’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 		– Sell
-2,053
Closed -$46.2K – 1884
2026
Q1 		$46.2K Buy
2,053
+655
+47% +$15.4K ﹤0.01% 903
2025
Q4 		$33.9K Sell
1,398
-2,873
-67% -$71.5K ﹤0.01% 883
2025
Q3 		$111K Buy
+4,271
New +$116K 0.01% 414

Other funds holding KHC

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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

Root Financial Partners's KHC Position: Q2 2026 in Review

Root Financial Partners sold out of Kraft Heinz (KHC) in Q2 2026, closing a stake of 2,053 shares — an estimated $46.2K sold.

Root Financial Partners first reported a position in KHC in Q3 2025 and held it in 3 quarters. The position peaked at $111K in Q3 2025. 1,113 funds tracked by Wall St. Rank hold KHC as of Q2 2026.

  • Root Financial Partners reported no remaining Kraft Heinz position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 2,053 Kraft Heinz shares in Q2 2026, an estimated $46.2K.
  • Root Financial Partners first reported a position in Kraft Heinz in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Kraft Heinz position peaked at $111K in Q3 2025.
  • 1,113 funds tracked by Wall St. Rank held Kraft Heinz as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.