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J.W. COLE ADVISORS, INC.

Position in KHC — Kraft Heinz Co

CIK 1404763 TAMPA, FL

Position in KHC

as of Jun 30, 2026 · filed Jul 21, 2026
Position Value
$1,538,252
-$303,196 QoQ
Shares Held
65,125
-14.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#387
of 1,100 holders
Holding Since
Sep 2020
21 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in KHC Over Time

Shares Held

Position Value (USD)

Position in Packaged Foods

Consumer Defensive · as of Jun 30, 2026

J.W. COLE ADVISORS, INC. holds $4,689,296 across 7 Packaged Foods names. KHC ranks #1 (32.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 KHC
Kraft Heinz Co
This page
65,125 $1,538,252

All Filings in KHC

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21 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,538,252 65,125
2025-12-31 $1,841,448 75,936
2025-09-30 $2,114,890 81,217
2025-06-30 $2,238,929 86,713
2025-03-31 $2,414,803 79,356
2024-12-31 $358,600 11,677
2024-09-30 $220,245 6,273
2024-03-31 $217,377 5,891
2023-12-31 $248,172 6,711
2023-09-30 $222,394 6,611
2023-06-30 $226,951 6,393
2023-03-31 $732,100 18,932
2022-12-31 $264,899 6,507
2022-09-30 $203,001 6,087
2022-06-30 $213,126 5,588
2022-03-31 $246,581 6,260
2021-12-31 $210,086 5,852
2021-09-30 $301,997 8,202
2021-06-30 $241,662 5,926
2021-03-31 $252,920 6,323
2020-09-30 $1,244,422 41,550