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Waverly Advisors’s The Kraft Heinz Company KHC Stock Holding History

Waverly 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
2026
Q2 		$270K Buy
11,438
+433
+4% +$9.99K ﹤0.01% 1470
2026
Q1 		$248K Sell
11,005
-566
-5% -$13.3K ﹤0.01% 1405
2025
Q4 		$281K Sell
11,571
-265
-2% -$6.59K ﹤0.01% 1241
2025
Q3 		$308K Sell
11,836
-1,314
-10% -$35.7K ﹤0.01% 1030
2025
Q2 		$340K Sell
13,150
-3,723
-22% -$103K ﹤0.01% 925
2025
Q1 		$513K Sell
16,873
-13,939
-45% -$417K 0.01% 763
2024
Q4 		$946K Sell
30,812
-3,921
-11% -$128K 0.01% 525
2024
Q3 		$1.22M Buy
34,733
+6,357
+22% +$219K 0.02% 413
2024
Q2 		$914K Buy
28,376
+22,219
+361% +$792K 0.02% 448
2024
Q1 		$227K Buy
+6,157
New +$224K 0.01% 632
2018
Q1 		– Sell
-607
Closed -$47K – 280
2017
Q4 		$47K Buy
+607
New +$47.7K 0.01% 254
2015
Q4 		– Sell
-230
Closed -$16K – 272
2015
Q3 		$16K Buy
+230
New +$17.4K 0.01% 312

Other funds holding KHC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Waverly Advisors's KHC Position: Q2 2026 in Review

Waverly Advisors increased its The Kraft Heinz Company (KHC) stake by 3.9% in Q2 2026, buying an estimated $9.99K and bringing the position to 11,438 shares worth $270K. The position accounts for ﹤0.01% of the portfolio, ranked #1470.

Waverly Advisors first reported a position in KHC in Q3 2015 and has held it in 12 quarters since. The position peaked at $1.22M in Q3 2024. 1,116 funds tracked by Wall St. Rank hold KHC as of Q2 2026.

  • Waverly Advisors held 11,438 shares of The Kraft Heinz Company worth $270K as of Q2 2026.
  • Waverly Advisors bought 433 The Kraft Heinz Company shares in Q2 2026, an estimated $9.99K.
  • The Kraft Heinz Company made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1470 holding.
  • Waverly Advisors first reported a position in The Kraft Heinz Company in Q3 2015 and has held it in 12 quarters since.
  • Waverly Advisors's The Kraft Heinz Company position peaked at $1.22M in Q3 2024.
  • 1,116 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.