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

WJ 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
2026
Q2 		$215K Sell
9,105
-10
-0.1% -$231 0.16% 123
2026
Q1 		$205K Sell
9,115
-190
-2% -$4.47K 0.17% 122
2025
Q4 		$226K Sell
9,305
-1,715
-16% -$42.7K 0.2% 106
2025
Q3 		$287K Buy
+11,020
New +$299K 0.28% 89

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

WJ Financial Advisors's KHC Position: Q2 2026 in Review

WJ Financial Advisors reduced its The Kraft Heinz Company (KHC) stake by 0.11% in Q2 2026, selling an estimated $231 and leaving 9,105 shares worth $215K. The position accounts for 0.16% of the portfolio, ranked #123.

WJ Financial Advisors first reported a position in KHC in Q3 2025 and has held it in 4 quarters since. The position peaked at $287K in Q3 2025. 1,116 funds tracked by Wall St. Rank hold KHC as of Q2 2026.

  • WJ Financial Advisors held 9,105 shares of The Kraft Heinz Company worth $215K as of Q2 2026.
  • WJ Financial Advisors sold 10 The Kraft Heinz Company shares in Q2 2026, an estimated $231.
  • The Kraft Heinz Company made up 0.16% of WJ Financial Advisors's portfolio in Q2 2026, its #123 holding.
  • WJ Financial Advisors first reported a position in The Kraft Heinz Company in Q3 2025 and has held it in 4 quarters since.
  • WJ Financial Advisors's The Kraft Heinz Company position peaked at $287K in Q3 2025.
  • 1,116 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q2 2026.

Based on WJ Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.