SOA Wealth Advisors’s The Kraft Heinz Company KHC Stock Holding History

SOA Wealth Advisors’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	$1K	Sell	42 -21	-33%	-$485	﹤0.01%	798
2026 Q1	$1.43K	Buy	63 +1	+2%	+$24	﹤0.01%	726
2025 Q4	$1.51K	Buy	62 +1	+2%	+$25	﹤0.01%	731
2025 Q3	$1.6K	Sell	61 -32	-34%	-$869	﹤0.01%	738
2025 Q2	$2.41K	Buy	93 +40	+75%	+$1.11K	﹤0.01%	697
2025 Q1	$1.63K	Sell	53 -100	-65%	-$2.99K	﹤0.01%	719
2024 Q4	$4.7K	Buy	153 +96	+168%	+$3.15K	﹤0.01%	625
2024 Q3	$2.02K	Hold	57	–	–	﹤0.01%	668
2024 Q2	$1.84K	Hold	57	–	–	﹤0.01%	682
2024 Q1	$2.09K	Buy	57 +1	+2%	+$36	﹤0.01%	705
2023 Q4	$2.09K	Hold	56	–	–	﹤0.01%	694
2023 Q3	$1.89K	Hold	56	–	–	﹤0.01%	723
2023 Q2	$1.98K	Hold	56	–	–	﹤0.01%	725
2023 Q1	$2.15K	Buy	56 +1	+2%	+$40	﹤0.01%	718
2022 Q4	$2.26K	Hold	55	–	–	﹤0.01%	722
2022 Q3	$1K	Hold	55	–	–	﹤0.01%	779
2022 Q2	$2K	Sell	55 -24	-30%	-$961	﹤0.01%	703
2022 Q1	$3K	Hold	79	–	–	﹤0.01%	751
2021 Q4	$2K	Sell	79 -53	-40%	-$1.9K	﹤0.01%	779
2021 Q3	$4K	Buy	132 +1	+0.8%	+$38	﹤0.01%	711
2021 Q2	$5K	Buy	131 +6	+5%	+$253	﹤0.01%	671
2021 Q1	$5K	Buy	125 +9	+8%	+$324	﹤0.01%	622
2020 Q4	$3K	Buy	+116	New	+$3.77K	﹤0.01%	666

Other funds holding KHC

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

SOA Wealth Advisors's KHC Position: Q2 2026 in Review

SOA Wealth Advisors reduced its The Kraft Heinz Company (KHC) stake by 33% in Q2 2026, selling an estimated $485 and leaving 42 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #798.

SOA Wealth Advisors first reported a position in KHC in Q4 2020 and has held it in 23 quarters since. The position peaked at $5K in Q2 2021. 1,119 funds tracked by Wall St. Rank hold KHC as of Q2 2026.

SOA Wealth Advisors held 42 shares of The Kraft Heinz Company worth $1K as of Q2 2026.
SOA Wealth Advisors sold 21 The Kraft Heinz Company shares in Q2 2026, an estimated $485.
The Kraft Heinz Company made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #798 holding.
SOA Wealth Advisors first reported a position in The Kraft Heinz Company in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's The Kraft Heinz Company position peaked at $5K in Q2 2021.
1,119 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.