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

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. 438 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.
  • 438 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.