Summit Securities Group’s The Kraft Heinz Company 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 $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Summit Securities Group's KHC Position: Q2 2026 in Review

Summit Securities Group reduced its The Kraft Heinz Company (KHC) stake by 14% in Q2 2026, selling an estimated $9.23K and leaving 2,500 shares worth $59K. The position accounts for 0.01% of the portfolio, ranked #558.

Summit Securities Group first reported a position in KHC in Q3 2015 and has held it in 28 quarters since. The position peaked at $2.6M in Q2 2020. 1,121 funds tracked by Wall St. Rank hold KHC as of Q2 2026.

Summit Securities Group held 2,500 shares of The Kraft Heinz Company worth $59K as of Q2 2026.
Summit Securities Group sold 400 The Kraft Heinz Company shares in Q2 2026, an estimated $9.23K.
The Kraft Heinz Company made up 0.01% of Summit Securities Group's portfolio in Q2 2026, its #558 holding.
Summit Securities Group first reported a position in The Kraft Heinz Company in Q3 2015 and has held it in 28 quarters since.
Summit Securities Group's The Kraft Heinz Company position peaked at $2.6M in Q2 2020.
1,121 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.