STA
KHC icon

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 $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Summit Trail Advisors's KHC Position: Q2 2026 in Review

Summit Trail Advisors increased its Kraft Heinz (KHC) stake by 84% in Q2 2026, buying an estimated $1.43M and bringing the position to 135,878 shares worth $3.21M. The position accounts for 0.04% of the portfolio, ranked #331.

Summit Trail Advisors first reported a position in KHC in Q4 2017 and has held it in 11 quarters since. 1,111 funds tracked by Wall St. Rank hold KHC as of Q2 2026.

  • Summit Trail Advisors held 135,878 shares of Kraft Heinz worth $3.21M as of Q2 2026.
  • Summit Trail Advisors bought 62,117 Kraft Heinz shares in Q2 2026, an estimated $1.43M.
  • Kraft Heinz made up 0.04% of Summit Trail Advisors's portfolio in Q2 2026, its #331 holding.
  • Summit Trail Advisors first reported a position in Kraft Heinz in Q4 2017 and has held it in 11 quarters since.
  • 1,111 funds tracked by Wall St. Rank held Kraft Heinz as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.