Root Financial Partners
KHC icon

Root Financial Partners’s The Kraft Heinz Company 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
Q3 		$79.7K Buy
+3,507
New +$88.3K ﹤0.01% 861
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Root Financial Partners's KHC Position: Q3 2026 in Review

Root Financial Partners opened a new position in The Kraft Heinz Company (KHC) in Q3 2026: 3,507 shares worth $79.7K. The stake represents ﹤0.01% of the portfolio and ranks #861 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in KHC as recently as Q1 2026.

Root Financial Partners first reported a position in KHC in Q3 2025 and has held it in 4 quarters since. The position peaked at $111K in Q3 2025. 936 funds tracked by Wall St. Rank hold KHC as of Q3 2026.

  • Root Financial Partners held 3,507 shares of The Kraft Heinz Company worth $79.7K as of Q3 2026.
  • The Kraft Heinz Company was a new Root Financial Partners position in Q3 2026.
  • The Kraft Heinz Company made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #861 holding.
  • Root Financial Partners first reported a position in The Kraft Heinz Company in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's The Kraft Heinz Company position peaked at $111K in Q3 2025.
  • 936 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.