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
2023 Q1	–	Sell	-3,000	Closed	-$122K	–	1068
2022 Q4	$122K	Buy	+3,000	New	+$114K	﹤0.01%	562
2022 Q1	–	Sell	-10,800	Closed	-$388K	–	1225
2021 Q4	$388K	Buy	10,800 +10,350	+2,300%	+$372K	0.02%	427
2021 Q3	$1.66M	Buy	450 +370	+463%	+$13.9K	0.13%	180
2021 Q2	$326K	Buy	+80	New	+$3.37K	0.03%	506
2021 Q1	–	Sell	-1,332	Closed	-$4.62M	–	674
2020 Q4	$4.62M	Buy	1,332 +611	+85%	+$19.8K	0.39%	63
2020 Q3	$2.16M	Buy	721 +43	+6%	+$1.43K	0.23%	92
2020 Q2	$2.16M	Sell	678 -66	-9%	-$1.98K	0.27%	79
2020 Q1	$1.84M	Buy	744 +669	+892%	+$18.4K	0.32%	70
2019 Q4	$241K	Buy	+75	New	+$2.27K	0.02%	379

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.