Institute for Wealth Management, LLC.

Position in KHC — Kraft Heinz Co

CIK 1533954 DENVER, CO

Position in KHC

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$31,414

-$191,571 QoQ

Shares Held

1,330

-81.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#851

of 1,103 holders

Holding Since

Jun 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $397,546 across 13 Packaged Foods names. KHC ranks #6 (7.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GIS	General Mills Inc	3,420	$119,016
2	FRPT	Freshpet, Inc.	934	$55,218
3	BYND	Beyond Meat, Inc.	2,192	$49,312
4	MKC	Mccormick & Co Inc	926	$46,688
5	SJM	J M SMUCKER Co	318	$35,775
6	KHC	Kraft Heinz Co This page	1,330	$31,414
7	CPB	CAMPBELL'S Co	1,174	$26,144
8	POST	Post Holdings, Inc.	156	$13,768

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$31,414	1,330	-81.7%	Shares	Sole	2026-07-28
2024-12-31	$222,985	7,261	+16.4%	Shares	Sole	2025-01-23
2024-09-30	$218,981	6,237	+6.6%	Shares	Sole	2024-11-12
2022-12-31	$238,194	5,851	-2.6%	Shares	Sole	2023-02-02
2022-09-30	$200,366	6,008	+0.0%	Shares	Sole	2022-10-18
2022-06-30	$229,030	6,005	-4.4%	Shares	Sole	2022-07-25
2022-03-31	$247,487	6,283	+0.1%	Shares	Sole	2022-04-29
2021-12-31	$225,380	6,278	+0.1%	Shares	Sole	2022-01-21
2021-09-30	$230,935	6,272	-1.8%	Shares	Sole	2021-11-15
2021-06-30	$260,421	6,386	-9.0%	Shares	Sole	2021-07-21
2021-03-31	$280,800	7,020	-7.4%	Shares	Sole	2021-05-04
2020-12-31	$262,688	7,579	-6.5%	Shares	Sole	2021-02-01
2020-09-30	$242,834	8,108	+2.7%	Shares	Sole	2020-11-03
2020-06-30	$251,835	7,897	—	Shares	Sole	2020-07-30
No filing history on record for this holder in this stock.