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Valeo Financial Advisors’s The Kraft Heinz Company KHC Stock Holding History

Valeo Financial 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
2019
Q2 		– Sell
-1,000
Closed -$33K – 1609
2019
Q1 		$33K Buy
+1,000
New +$40.7K ﹤0.01% 654

Other funds holding KHC

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return
PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Valeo Financial Advisors's KHC Position: Q3 2026 in Review

Valeo Financial Advisors reduced its The Kraft Heinz Company (KHC) stake by 2.4% in Q3 2026, selling an estimated $15.4K and leaving 24,769 shares worth $563K. The position accounts for 0.01% of the portfolio, ranked #427.

Valeo Financial Advisors first reported a position in KHC in Q3 2017 and has held it in 37 quarters since. The position peaked at $2.03M in Q4 2023. 42 funds tracked by Wall St. Rank hold KHC as of Q3 2026.

  • Valeo Financial Advisors held 24,769 shares of The Kraft Heinz Company worth $563K as of Q3 2026.
  • Valeo Financial Advisors sold 610 The Kraft Heinz Company shares in Q3 2026, an estimated $15.4K.
  • The Kraft Heinz Company made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #427 holding.
  • Valeo Financial Advisors first reported a position in The Kraft Heinz Company in Q3 2017 and has held it in 37 quarters since.
  • Valeo Financial Advisors's The Kraft Heinz Company position peaked at $2.03M in Q4 2023.
  • 42 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.