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Waverly Advisors’s Kraft Heinz 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
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 $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Waverly Advisors's KHC Position: Q1 2026 in Review

Waverly Advisors reduced its Kraft Heinz (KHC) stake by 4.9% in Q1 2026, selling an estimated $13.3K and leaving 11,005 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #1405.

Waverly Advisors first reported a position in KHC in Q3 2015 and has held it in 11 quarters since. The position peaked at $1.22M in Q3 2024. 1,086 funds tracked by Wall St. Rank hold KHC as of Q1 2026.

  • Waverly Advisors held 11,005 shares of Kraft Heinz worth $248K as of Q1 2026.
  • Waverly Advisors sold 566 Kraft Heinz shares in Q1 2026, an estimated $13.3K.
  • Kraft Heinz made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1405 holding.
  • Waverly Advisors first reported a position in Kraft Heinz in Q3 2015 and has held it in 11 quarters since.
  • Waverly Advisors's Kraft Heinz position peaked at $1.22M in Q3 2024.
  • 1,086 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.