Carlton Hofferkamp & Jenks Wealth Management, LLC
Position in KHC — Kraft Heinz Co
CIK 1510870
THE WOODLANDS, TX
Position in KHC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$385,029
+$24,267 QoQ
Shares Held
16,301
+1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#630
of 1,103 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KHC Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026Carlton Hofferkamp & Jenks Wealth Management, LLC holds $648,616 across 2 Packaged Foods names. KHC ranks #1 (59.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KHC |
Kraft Heinz Co
This page
|
16,301 | $385,029 | |
| 2 | SJM |
J M SMUCKER Co
|
2,343 | $263,587 |
All Filings in KHC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $385,029 | 16,301 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $360,762 | 16,041 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $477,506 | 19,691 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $583,712 | 22,416 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $607,828 | 23,541 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $747,817 | 24,575 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $754,698 | 24,575 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $967,982 | 27,570 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $897,004 | 27,840 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,021,761 | 27,690 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $1,084,068 | 29,315 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1,009,704 | 30,015 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $1,076,182 | 30,315 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,161,144 | 30,027 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,229,930 | 30,212 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $991,995 | 29,745 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $1,144,009 | 29,995 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $1,053,485 | 26,745 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $953,863 | 26,570 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $972,784 | 26,420 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $812,949 | 19,935 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $724,800 | 18,120 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $587,660 | 16,955 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $457,636 | 15,280 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||