SIM
KHC icon

Synergy Investment Management’s The Kraft Heinz Company KHC Stock Holding History

Synergy Investment Management’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
2026
Q2 		$5.68K Buy
240
+32
+15% +$739 ﹤0.01% 731
2026
Q1 		$4.68K Buy
+208
New +$4.89K ﹤0.01% 592
2025
Q2 		– Sell
-117
Closed -$3.56K – 354
2025
Q1 		$3.56K Hold
117
– – ﹤0.01% 488
2024
Q4 		$3.59K Buy
+117
New +$3.83K ﹤0.01% 504

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 $3.38T AUM 44.17% 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

Synergy Investment Management's KHC Position: Q2 2026 in Review

Synergy Investment Management increased its The Kraft Heinz Company (KHC) stake by 15% in Q2 2026, buying an estimated $739 and bringing the position to 240 shares worth $5.68K. The position accounts for ﹤0.01% of the portfolio, ranked #731.

Synergy Investment Management first reported a position in KHC in Q4 2024 and has held it in 4 quarters since. 1,116 funds tracked by Wall St. Rank hold KHC as of Q2 2026.

  • Synergy Investment Management held 240 shares of The Kraft Heinz Company worth $5.68K as of Q2 2026.
  • Synergy Investment Management bought 32 The Kraft Heinz Company shares in Q2 2026, an estimated $739.
  • The Kraft Heinz Company made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #731 holding.
  • Synergy Investment Management first reported a position in The Kraft Heinz Company in Q4 2024 and has held it in 4 quarters since.
  • 1,116 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.