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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
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

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Root Financial Partners's KHC Position: Q1 2026 in Review

Root Financial Partners increased its Kraft Heinz (KHC) stake by 47% in Q1 2026, buying an estimated $15.4K and bringing the position to 2,053 shares worth $46.2K. The position accounts for ﹤0.01% of the portfolio, ranked #903.

Root Financial Partners first reported a position in KHC in Q3 2025 and has held it in 3 quarters since. The position peaked at $111K in Q3 2025. 1,087 funds tracked by Wall St. Rank hold KHC as of Q1 2026.

  • Root Financial Partners held 2,053 shares of Kraft Heinz worth $46.2K as of Q1 2026.
  • Root Financial Partners bought 655 Kraft Heinz shares in Q1 2026, an estimated $15.4K.
  • Kraft Heinz made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #903 holding.
  • Root Financial Partners first reported a position in Kraft Heinz in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Kraft Heinz position peaked at $111K in Q3 2025.
  • 1,087 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.