Summit Securities Group’s Kraft Heinz KHC Stock Holding History

Summit Securities Group’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
2025 Q4	–	Sell	-20,200	Closed	-$526K	–	1132
2025 Q3	$526K	Buy	+20,200	New	+$549K	0.11%	164
2022 Q1	–	Sell	-5,000	Closed	-$180K	–	1224
2021 Q4	$180K	Buy	5,000 +4,910	+5,456%	+$176K	0.01%	622
2021 Q3	$331K	Buy	+90	New	+$3.39K	0.03%	510
2021 Q2	–	Sell	-100	Closed	-$400K	–	776
2021 Q1	$400K	Buy	+100	New	+$3.6K	0.04%	379
2020 Q1	–	Sell	-194	Closed	-$623K	–	384
2019 Q4	$623K	Buy	+194	New	+$5.88K	0.05%	261
2019 Q2	–	Sell	-80	Closed	-$261K	–	357
2019 Q1	$261K	Sell	80 -600	-88%	-$24.4K	0.05%	167
2018 Q4	$2.93M	Sell	680 -249	-27%	-$12.9K	0.25%	62
2018 Q3	$5K	Sell	929 -454	-33%	-$27.1K	﹤0.01%	176
2018 Q2	$8.69M	Buy	+1,383	New	+$82.1K	1.25%	14

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 Securities Group's KHC Position: Q1 2026 in Review

Summit Securities Group reduced its Kraft Heinz (KHC) stake by 81% in Q1 2026, selling an estimated $298K and leaving 2,900 shares worth $65.2K. The position accounts for 0.01% of the portfolio, ranked #342.

Summit Securities Group first reported a position in KHC in Q3 2015 and has held it in 27 quarters since. The position peaked at $2.6M in Q2 2020. 1,086 funds tracked by Wall St. Rank hold KHC as of Q1 2026.

Summit Securities Group held 2,900 shares of Kraft Heinz worth $65.2K as of Q1 2026.
Summit Securities Group sold 12,667 Kraft Heinz shares in Q1 2026, an estimated $298K.
Kraft Heinz made up 0.01% of Summit Securities Group's portfolio in Q1 2026, its #342 holding.
Summit Securities Group first reported a position in Kraft Heinz in Q3 2015 and has held it in 27 quarters since.
Summit Securities Group's Kraft Heinz position peaked at $2.6M in Q2 2020.
1,086 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.