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SIMA Wealth Partners’s The Kraft Heinz Company KHC Stock Holding History

SIMA Wealth 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 		– Sell
-30
Closed -$728 – 132
2025
Q4 		$728 Hold
30
– – ﹤0.01% 128
2025
Q3 		$782 Hold
30
– – ﹤0.01% 161
2025
Q2 		$775 Sell
30
-467
-94% -$13K ﹤0.01% 151
2025
Q1 		$15.1K Buy
497
+36
+8% +$1.08K 0.01% 129
2024
Q4 		$14.2K Buy
461
+327
+244% +$10.7K 0.01% 133
2024
Q3 		$4.71K Hold
134
– – ﹤0.01% 133
2024
Q2 		$4.32K Buy
+134
New +$4.78K ﹤0.01% 138

Other funds holding KHC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

SIMA Wealth Partners's KHC Position: Q1 2026 in Review

SIMA Wealth Partners sold out of The Kraft Heinz Company (KHC) in Q1 2026, closing a stake of 30 shares — an estimated $728 sold.

SIMA Wealth Partners first reported a position in KHC in Q2 2024 and held it in 7 quarters. The position peaked at $15.1K in Q1 2025. 1,094 funds tracked by Wall St. Rank hold KHC as of Q1 2026.

  • SIMA Wealth Partners reported no remaining The Kraft Heinz Company position as of Q1 2026 after selling out during the quarter.
  • SIMA Wealth Partners sold 30 The Kraft Heinz Company shares in Q1 2026, an estimated $728.
  • SIMA Wealth Partners first reported a position in The Kraft Heinz Company in Q2 2024 and held it in 7 quarters.
  • SIMA Wealth Partners's The Kraft Heinz Company position peaked at $15.1K in Q1 2025.
  • 1,094 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q1 2026.

Based on SIMA Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.