Summit Financial’s Kraft Heinz 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 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 Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Summit Financial's KHC Position: Q1 2026 in Review

Summit Financial reduced its Kraft Heinz (KHC) stake by 60% in Q1 2026, selling an estimated $365K and leaving 10,244 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #1297.

Summit Financial first reported a position in KHC in Q1 2022 and has held it in 8 quarters since. The position peaked at $706K in Q3 2025. 1,086 funds tracked by Wall St. Rank hold KHC as of Q1 2026.

Summit Financial held 10,244 shares of Kraft Heinz worth $230K as of Q1 2026.
Summit Financial sold 15,536 Kraft Heinz shares in Q1 2026, an estimated $365K.
Kraft Heinz made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1297 holding.
Summit Financial first reported a position in Kraft Heinz in Q1 2022 and has held it in 8 quarters since.
Summit Financial's Kraft Heinz position peaked at $706K in Q3 2025.
1,086 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.