Position in KHC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$11,413,915
+$2,907,501 QoQ
Shares Held
483,231
+27.8% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#134
of 1,103 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KHC Over Time
Shares Held
Position Value (USD)
Derivatives in KHC
reported options exposure · as of Jun 30, 2020CallValue
$1,000
CallShares
8,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026Creative Planning holds $168,522,242 across 35 Packaged Foods names. KHC ranks #5 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GIS |
General Mills Inc
|
548,688 | $19,094,341 | |
| 2 | MKC |
Mccormick & Co Inc
|
348,554 | $17,574,092 | |
| 3 | CPB |
CAMPBELL'S Co
|
546,994 | $12,181,555 | |
| 4 | CAG |
Conagra Brands Inc.
|
886,177 | $11,927,942 | |
| 5 | KHC |
Kraft Heinz Co
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|
483,231 | $11,413,915 | |
| 6 | FLO |
Flowers Foods Inc
|
1,261,623 | $9,966,820 | |
| 7 | INGR |
Ingredion Inc
|
99,311 | $9,405,744 | |
| 8 | USNA |
Usana Health Sciences Inc
|
417,971 | $8,923,680 |
All Filings in KHC
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,413,915 | 483,231 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $8,506,414 | 378,231 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $4,753,508 | 196,021 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $4,667,200 | 179,232 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,923,598 | 113,230 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $4,206,399 | 138,232 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,439,826 | 112,010 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,907,145 | 111,283 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $6,752,238 | 209,567 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $4,319,956 | 117,072 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,094,781 | 83,688 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $4,931,219 | 146,588 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $4,904,857 | 138,165 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $4,116,653 | 106,456 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,933,236 | 72,052 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,349,307 | 70,444 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,565,677 | 67,270 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,559,916 | 64,989 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,251,863 | 62,726 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,671,511 | 72,556 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,913,975 | 71,456 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $2,703,440 | 67,586 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $2,405,473 | 69,402 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,952,949 | 65,207 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,000 | 8,000 | Call | Sole | 2020-07-23 | |
| 2020-06-30 | $1,983,781 | 62,207 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $1,537,071 | 62,129 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||