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Total Wealth Planning & Management’s The Kraft Heinz Company KHC Stock Holding History

Total Wealth Planning & 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
Q1 		– Sell
-13,744
Closed -$333K – 227
2025
Q4 		$333K Buy
+13,744
New +$342K 0.25% 137
2025
Q2 		$330K Buy
12,782
+663
+5% +$18.4K 0.27% 142
2025
Q1 		$369K Buy
+12,119
New +$363K 0.35% 99

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Total Wealth Planning & Management's KHC Position: Q1 2026 in Review

Total Wealth Planning & Management sold out of The Kraft Heinz Company (KHC) in Q1 2026, closing a stake of 13,744 shares — an estimated $333K sold.

Total Wealth Planning & Management first reported a position in KHC in Q1 2025 and held it in 3 quarters. The position peaked at $369K in Q1 2025. 1,095 funds tracked by Wall St. Rank hold KHC as of Q1 2026.

  • Total Wealth Planning & Management reported no remaining The Kraft Heinz Company position as of Q1 2026 after selling out during the quarter.
  • Total Wealth Planning & Management sold 13,744 The Kraft Heinz Company shares in Q1 2026, an estimated $333K.
  • Total Wealth Planning & Management first reported a position in The Kraft Heinz Company in Q1 2025 and held it in 3 quarters.
  • Total Wealth Planning & Management's The Kraft Heinz Company position peaked at $369K in Q1 2025.
  • 1,095 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.