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Venturi Wealth Management’s Kraft Heinz KHC Stock Holding History

Venturi Wealth 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
Q2 		$226K Buy
+9,570
New +$221K 0.01% 575
2025
Q2 		– Sell
-9,465
Closed -$288K – 580
2025
Q1 		$288K Buy
9,465
+4,343
+85% +$130K 0.02% 450
2024
Q4 		$157K Buy
5,122
+2,174
+74% +$71.2K 0.01% 609
2024
Q3 		$104K Buy
2,948
+894
+44% +$30.8K 0.01% 560
2024
Q2 		$66.2K Buy
2,054
+5
+0.2% +$178 ﹤0.01% 590
2024
Q1 		$75.6K Buy
2,049
+11
+0.5% +$400 ﹤0.01% 447
2023
Q4 		$75.4K Sell
2,038
-304
-13% -$10.3K 0.01% 447
2023
Q3 		$78.8K Buy
2,342
+282
+14% +$9.74K 0.01% 427
2023
Q2 		$73.1K Buy
2,060
+76
+4% +$2.92K 0.01% 397
2023
Q1 		$76.7K Buy
+1,984
New +$78.6K 0.01% 431
2018
Q1 		– Sell
-66,153
Closed -$5.14M – 181
2017
Q4 		$5.14M Sell
66,153
-335
-0.5% -$26.3K 0.99% 40
2017
Q3 		$5.18M Sell
66,488
-8,864
-12% -$741K 1.09% 33
2017
Q2 		$6.45M Sell
75,352
-16,467
-18% -$1.49M 1.47% 16
2017
Q1 		$8.49M Buy
91,819
+7,309
+9% +$659K 1.96% 8
2016
Q4 		$7.38M Buy
84,510
+6,651
+9% +$569K 2.07% 6
2016
Q3 		$6.97M Buy
77,859
+1,725
+2% +$153K 2.32% 5
2016
Q2 		$6.74M Buy
76,134
+3,318
+5% +$273K 2.29% 5
2016
Q1 		$5.72M Buy
72,816
+11,458
+19% +$857K 2.13% 6
2015
Q4 		$4.46M Buy
+61,358
New +$4.53M 2.03% 12

Other funds holding KHC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Venturi Wealth Management's KHC Position: Q2 2026 in Review

Venturi Wealth Management opened a new position in Kraft Heinz (KHC) in Q2 2026: 9,570 shares worth $226K. The stake represents 0.01% of the portfolio and ranks #575 among its holdings. This is a return to the name: Venturi Wealth Management previously reported a position in KHC as recently as Q1 2025.

Venturi Wealth Management first reported a position in KHC in Q4 2015 and has held it in 19 quarters since. The position peaked at $8.49M in Q1 2017. 176 funds tracked by Wall St. Rank hold KHC as of Q2 2026.

  • Venturi Wealth Management held 9,570 shares of Kraft Heinz worth $226K as of Q2 2026.
  • Kraft Heinz was a new Venturi Wealth Management position in Q2 2026.
  • Kraft Heinz made up 0.01% of Venturi Wealth Management's portfolio in Q2 2026, its #575 holding.
  • Venturi Wealth Management first reported a position in Kraft Heinz in Q4 2015 and has held it in 19 quarters since.
  • Venturi Wealth Management's Kraft Heinz position peaked at $8.49M in Q1 2017.
  • 176 funds tracked by Wall St. Rank held Kraft Heinz as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.