True Wealth Design
KHC icon

True Wealth Design’s The Kraft Heinz Company KHC Stock Holding History

True Wealth Design’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
Q3 		$45.5K Buy
2,004
+189
+10% +$4.76K 0.01% 542
2026
Q2 		$42.9K Buy
1,815
+977
+117% +$22.5K 0.01% 555
2026
Q1 		$18.8K Buy
838
+382
+84% +$8.98K 0.01% 740
2025
Q4 		$11.1K Sell
456
-61
-12% -$1.52K ﹤0.01% 819
2025
Q3 		$13.5K Buy
517
+439
+563% +$11.9K ﹤0.01% 737
2025
Q2 		$2.01K Sell
78
-228
-75% -$6.33K ﹤0.01% 1184
2025
Q1 		$9.31K Buy
306
+269
+727% +$8.05K ﹤0.01% 493
2024
Q4 		$1.14K Sell
37
-347
-90% -$11.4K ﹤0.01% 898
2024
Q3 		$13.5K Buy
384
+347
+938% +$11.9K 0.01% 382
2024
Q2 		$1.19K Buy
37
+19
+106% +$677 ﹤0.01% 471
2024
Q1 		$665 Buy
18
+8
+80% +$291 ﹤0.01% 564
2023
Q4 		$370 Hold
10
– – ﹤0.01% 557
2023
Q3 		$337 Hold
10
– – ﹤0.01% 527
2023
Q2 		$355 Hold
10
– – ﹤0.01% 535
2023
Q1 		$387 Sell
10
-31
-76% -$1.23K ﹤0.01% 589
2022
Q4 		$1.67K Buy
+41
New +$1.56K ﹤0.01% 306

Other funds holding KHC

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Franklin Street Advisors
Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

True Wealth Design's KHC Position: Q3 2026 in Review

True Wealth Design increased its The Kraft Heinz Company (KHC) stake by 10% in Q3 2026, buying an estimated $4.76K and bringing the position to 2,004 shares worth $45.5K. The position accounts for 0.01% of the portfolio, ranked #542.

True Wealth Design first reported a position in KHC in Q4 2022 and has held it in 16 quarters since. 204 funds tracked by Wall St. Rank hold KHC as of Q3 2026.

  • True Wealth Design held 2,004 shares of The Kraft Heinz Company worth $45.5K as of Q3 2026.
  • True Wealth Design bought 189 The Kraft Heinz Company shares in Q3 2026, an estimated $4.76K.
  • The Kraft Heinz Company made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #542 holding.
  • True Wealth Design first reported a position in The Kraft Heinz Company in Q4 2022 and has held it in 16 quarters since.
  • 204 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.