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Summit Trail Advisors’s Kraft Heinz KHC Stock Holding History

Summit Trail Advisors’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 		– Hold
0
– -$204K – 1343
2025
Q3 		– Hold
0
– – – 1292

Other funds holding KHC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Summit Trail Advisors's KHC Position: Q1 2026 in Review

Summit Trail Advisors increased its Kraft Heinz (KHC) stake by 101% in Q1 2026, buying an estimated $871K and bringing the position to 73,761 shares worth $1.66M. The position accounts for 0.02% of the portfolio, ranked #667.

Summit Trail Advisors first reported a position in KHC in Q4 2017 and has held it in 10 quarters since. 1,086 funds tracked by Wall St. Rank hold KHC as of Q1 2026.

  • Summit Trail Advisors held 73,761 shares of Kraft Heinz worth $1.66M as of Q1 2026.
  • Summit Trail Advisors bought 37,012 Kraft Heinz shares in Q1 2026, an estimated $871K.
  • Kraft Heinz made up 0.02% of Summit Trail Advisors's portfolio in Q1 2026, its #667 holding.
  • Summit Trail Advisors first reported a position in Kraft Heinz in Q4 2017 and has held it in 10 quarters since.
  • 1,086 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.