Valeo Financial Advisors’s Kraft Heinz KHC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$599K Buy
25,379
+2,676
+12% +$61.8K 0.01% 405
2026
Q1
$511K Buy
22,703
+3,371
+17% +$79.3K 0.01% 404
2025
Q4
$469K Sell
19,332
-7,808
-29% -$194K 0.01% 483
2025
Q3
$707K Buy
27,140
+6,227
+30% +$169K 0.02% 386
2025
Q2
$540K Sell
20,913
-4,422
-17% -$123K 0.01% 433
2025
Q1
$771K Sell
25,335
-7,638
-23% -$229K 0.02% 316
2024
Q4
$1.01M Sell
32,973
-8,984
-21% -$294K 0.03% 264
2024
Q3
$1.47M Sell
41,957
-4,247
-9% -$146K 0.04% 197
2024
Q2
$1.49M Sell
46,204
-2,276
-5% -$81.1K 0.05% 185
2024
Q1
$1.87M Sell
48,480
-6,372
-12% -$232K 0.07% 154
2023
Q4
$2.03M Sell
54,852
-3,511
-6% -$119K 0.08% 134
2023
Q3
$1.96M Buy
58,363
+18,871
+48% +$652K 0.09% 130
2023
Q2
$1.4M Buy
39,492
+1,864
+5% +$71.7K 0.06% 165
2023
Q1
$1.46M Buy
37,628
+3,934
+12% +$156K 0.07% 163
2022
Q4
$1.37M Buy
33,694
+6,451
+24% +$245K 0.08% 155
2022
Q3
$909K Buy
27,243
+5,073
+23% +$188K 0.06% 180
2022
Q2
$846K Sell
22,170
-3,391
-13% -$136K 0.05% 181
2022
Q1
$1.01M Buy
25,561
+1,722
+7% +$64.5K 0.05% 201
2021
Q4
$856K Sell
23,839
-200
-0.8% -$7.19K 0.05% 212
2021
Q3
$885K Buy
24,039
+3,377
+16% +$127K 0.05% 204
2021
Q2
$843K Sell
20,662
-1,533
-7% -$64.5K 0.05% 186
2021
Q1
$888K Sell
22,195
-1,579
-7% -$56.9K 0.04% 186
2020
Q4
$824K Buy
23,774
+2,822
+13% +$91.6K 0.04% 177
2020
Q3
$628K Buy
20,952
+2,415
+13% +$80.4K 0.05% 162
2020
Q2
$591K Sell
18,537
-6,458
-26% -$194K 0.05% 172
2020
Q1
$705K Buy
24,995
+1,743
+7% +$47.8K 0.08% 146
2019
Q4
$749K Sell
23,252
-2,819
-11% -$85.4K 0.07% 157
2019
Q3
$731K Sell
26,071
-3,747
-13% -$108K 0.08% 146
2019
Q2
$928K Buy
29,818
+6,869
+30% +$217K 0.11% 131
2019
Q1
$751K Buy
22,949
+10,435
+83% +$425K 0.09% 146
2018
Q4
$539K Sell
12,514
-6,093
-33% -$316K 0.08% 161
2018
Q3
$1.02M Sell
18,607
-4,818
-21% -$288K 0.14% 114
2018
Q2
$1.39M Buy
23,425
+11,409
+95% +$677K 0.19% 87
2018
Q1
$748K Buy
12,016
+342
+3% +$24.5K 0.12% 120
2017
Q4
$908K Buy
11,674
+3,122
+37% +$245K 0.15% 107
2017
Q3
$663K Buy
+8,552
New +$715K 0.15% 107

Other funds holding KHC

Valeo Financial Advisors's KHC Position: Q2 2026 in Review

Valeo Financial Advisors increased its Kraft Heinz (KHC) stake by 12% in Q2 2026, buying an estimated $61.8K and bringing the position to 25,379 shares worth $599K. The position accounts for 0.01% of the portfolio, ranked #405.

Valeo Financial Advisors first reported a position in KHC in Q3 2017 and has held it in 36 quarters since. The position peaked at $2.03M in Q4 2023. 1,105 funds tracked by Wall St. Rank hold KHC as of Q2 2026.

  • Valeo Financial Advisors held 25,379 shares of Kraft Heinz worth $599K as of Q2 2026.
  • Valeo Financial Advisors bought 2,676 Kraft Heinz shares in Q2 2026, an estimated $61.8K.
  • Kraft Heinz made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #405 holding.
  • Valeo Financial Advisors first reported a position in Kraft Heinz in Q3 2017 and has held it in 36 quarters since.
  • Valeo Financial Advisors's Kraft Heinz position peaked at $2.03M in Q4 2023.
  • 1,105 funds tracked by Wall St. Rank held Kraft Heinz as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.