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SIMA Wealth Partners’s Kraft Heinz 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 $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

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

SIMA Wealth Partners sold out of Kraft Heinz (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. 1,086 funds tracked by Wall St. Rank hold KHC as of Q1 2026.

  • SIMA Wealth Partners reported no remaining Kraft Heinz position as of Q1 2026 after selling out during the quarter.
  • SIMA Wealth Partners sold 30 Kraft Heinz shares in Q1 2026, an estimated $728.
  • SIMA Wealth Partners first reported a position in Kraft Heinz in Q2 2024 and held it in 7 quarters.
  • SIMA Wealth Partners's Kraft Heinz position peaked at $15.1K in Q1 2025.
  • 1,086 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2026.

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