Position in KHC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$617,261
+$311,757 QoQ
Shares Held
26,133
+92.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#534
of 1,079 holders
Holding Since
Jun 2021
18 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in KHC Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026EP Wealth Advisors, LLC holds $3,090,947 across 7 Packaged Foods names. KHC ranks #2 (20.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GIS |
General Mills Inc
|
18,671 | $649,750 | |
| 2 | KHC |
Kraft Heinz Co
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|
26,133 | $617,261 | |
| 3 | CAG |
Conagra Brands Inc.
|
35,786 | $481,679 | |
| 4 | FLO |
Flowers Foods Inc
|
49,631 | $392,084 | |
| 5 | CPB |
CAMPBELL'S Co
|
16,438 | $366,074 | |
| 6 | SENEA |
Seneca Foods Corp
|
1,989 | $345,966 | |
| 7 | MKC |
Mccormick & Co Inc
|
4,723 | $238,133 |
All Filings in KHC
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $617,261 | 26,133 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $305,504 | 13,584 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $739,358 | 30,489 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $851,337 | 32,972 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,080,234 | 35,499 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,784,803 | 58,118 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,955,451 | 55,695 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $1,173,033 | 36,407 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $1,321,241 | 35,806 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,390,965 | 37,614 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $1,299,883 | 38,641 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $888,387 | 25,025 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $11,264,261 | 291,292 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $277,357 | 6,813 | Shares | Sole | 2023-06-12 | |
| 2022-06-30 | $201,836 | 5,292 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $213,966 | 5,432 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $211,163 | 5,882 | Shares | Sole | 2022-02-17 | |
| 2021-06-30 | $213,931 | 5,246 | Shares | Sole | 2021-08-24 | |
| No filing history on record for this holder in this stock. | ||||||