Strategic Planning Inc
KHC icon

Strategic Planning Inc’s The Kraft Heinz Company KHC Stock Holding History

Strategic Planning Inc’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 		$6.24M Buy
277,613
+3,159
+1% +$74.3K 3.13% 8
2025
Q4 		$6.66M Sell
274,454
-8,472
-3% -$211K 3.59% 8
2025
Q3 		$7.37M Buy
282,926
+3,541
+1% +$96.2K 4.26% 7
2025
Q2 		$7.21M Sell
279,385
-3,983
-1% -$111K 4.32% 6
2025
Q1 		$8.62M Buy
+283,368
New +$8.48M 4.86% 5

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 $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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 $127B AUM 33.25% 1-Year Est. Return

Strategic Planning Inc's KHC Position: Q1 2026 in Review

Strategic Planning Inc increased its The Kraft Heinz Company (KHC) stake by 1.2% in Q1 2026, buying an estimated $74.3K and bringing the position to 277,613 shares worth $6.24M. The position accounts for 3.13% of the portfolio, ranked #8.

Strategic Planning Inc first reported a position in KHC in Q1 2025 and has held it in 5 quarters since. The position peaked at $8.62M in Q1 2025. 1,101 funds tracked by Wall St. Rank hold KHC as of Q1 2026.

  • Strategic Planning Inc held 277,613 shares of The Kraft Heinz Company worth $6.24M as of Q1 2026.
  • Strategic Planning Inc bought 3,159 The Kraft Heinz Company shares in Q1 2026, an estimated $74.3K.
  • The Kraft Heinz Company made up 3.13% of Strategic Planning Inc's portfolio in Q1 2026, its #8 holding.
  • Strategic Planning Inc first reported a position in The Kraft Heinz Company in Q1 2025 and has held it in 5 quarters since.
  • Strategic Planning Inc's The Kraft Heinz Company position peaked at $8.62M in Q1 2025.
  • 1,101 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q1 2026.

Based on Strategic Planning Inc's 13F filing for Q1 2026, filed 18 May 2026.