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Summit Financial’s The Kraft Heinz Company KHC Stock Holding History

Summit Financial’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 		$318K Buy
13,463
+3,219
+31% +$74.3K ﹤0.01% 1305
2026
Q1 		$230K Sell
10,244
-15,536
-60% -$365K ﹤0.01% 1297
2025
Q4 		$625K Sell
25,780
-1,316
-5% -$32.7K 0.01% 812
2025
Q3 		$706K Buy
27,096
+1,454
+6% +$39.5K 0.01% 764
2025
Q2 		$662K Buy
25,642
+11,152
+77% +$310K 0.02% 506
2025
Q1 		$441K Buy
+14,490
New +$434K 0.01% 539
2022
Q4 		– Sell
-6,797
Closed -$227K – 260
2022
Q3 		$227K Buy
6,797
+1,274
+23% +$47.3K 0.02% 232
2022
Q2 		$211K Sell
5,523
-1,039
-16% -$41.6K 0.02% 224
2022
Q1 		$258K Buy
+6,562
New +$246K 0.02% 224

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Summit Financial's KHC Position: Q2 2026 in Review

Summit Financial increased its The Kraft Heinz Company (KHC) stake by 31% in Q2 2026, buying an estimated $74.3K and bringing the position to 13,463 shares worth $318K. The position accounts for ﹤0.01% of the portfolio, ranked #1305.

Summit Financial first reported a position in KHC in Q1 2022 and has held it in 9 quarters since. The position peaked at $706K in Q3 2025. 1,115 funds tracked by Wall St. Rank hold KHC as of Q2 2026.

  • Summit Financial held 13,463 shares of The Kraft Heinz Company worth $318K as of Q2 2026.
  • Summit Financial bought 3,219 The Kraft Heinz Company shares in Q2 2026, an estimated $74.3K.
  • The Kraft Heinz Company made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1305 holding.
  • Summit Financial first reported a position in The Kraft Heinz Company in Q1 2022 and has held it in 9 quarters since.
  • Summit Financial's The Kraft Heinz Company position peaked at $706K in Q3 2025.
  • 1,115 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.