James T. Borello RIA’s The Kraft Heinz Company KHC Stock Holding History

James T. Borello RIA’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 Q3	$1.48K	Sell	65 -73	-53%	-$1.84K	﹤0.01%	963
2026 Q2	$3.26K	Sell	138 -79	-36%	-$1.82K	﹤0.01%	871
2026 Q1	$4.88K	Buy	217 +94	+76%	+$2.21K	﹤0.01%	756
2025 Q4	$2.98K	Buy	123 +63	+105%	+$1.57K	﹤0.01%	697
2025 Q3	$1.56K	Buy	60 +50	+500%	+$1.36K	﹤0.01%	760
2025 Q2	$258	Hold	10	–	–	﹤0.01%	289
2025 Q1	$304	Hold	10	–	–	﹤0.01%	219
2024 Q4	$307	Hold	10	–	–	﹤0.01%	196
2024 Q3	$351	Hold	10	–	–	﹤0.01%	181
2024 Q2	$322	Hold	10	–	–	﹤0.01%	169
2024 Q1	$369	Hold	10	–	–	﹤0.01%	167
2023 Q4	$370	Buy	+10	New	+$340	﹤0.01%	147

Other funds holding KHC

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

James T. Borello RIA's KHC Position: Q3 2026 in Review

James T. Borello RIA reduced its The Kraft Heinz Company (KHC) stake by 53% in Q3 2026, selling an estimated $1.84K and leaving 65 shares worth $1.48K. The position accounts for ﹤0.01% of the portfolio, ranked #963.

James T. Borello RIA first reported a position in KHC in Q4 2023 and has held it in 12 quarters since. The position peaked at $4.88K in Q1 2026. 186 funds tracked by Wall St. Rank hold KHC as of Q3 2026.

James T. Borello RIA held 65 shares of The Kraft Heinz Company worth $1.48K as of Q3 2026.
James T. Borello RIA sold 73 The Kraft Heinz Company shares in Q3 2026, an estimated $1.84K.
The Kraft Heinz Company made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #963 holding.
James T. Borello RIA first reported a position in The Kraft Heinz Company in Q4 2023 and has held it in 12 quarters since.
James T. Borello RIA's The Kraft Heinz Company position peaked at $4.88K in Q1 2026.
186 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.