Position in KHC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$328,105
+$235,434 QoQ
Shares Held
13,891
+454.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#657
of 1,100 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KHC Over Time
Shares Held
Position Value (USD)
Derivatives in KHC
reported options exposure · as of Jun 30, 2026CallValue
$94,480
CallShares
4,000
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, 2026Focused Wealth Management, Inc holds $328,105 across 1 Packaged Foods name. KHC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KHC |
Kraft Heinz Co
This page
|
13,891 | $328,105 |
All Filings in KHC
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $328,105 | 13,891 | Shares | Sole | 2026-08-07 | |
| 2026-06-30 | $94,480 | 4,000 | Call | Sole | 2026-08-07 | |
| 2023-12-31 | $92,671 | 2,506 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $28,223 | 839 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $29,749 | 838 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $30,278 | 783 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $35,173 | 864 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $25,946 | 778 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $29,520 | 774 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $30,409 | 772 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $13,821 | 385 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $14,065 | 382 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $18,147 | 445 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $21,800 | 545 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $192,120 | 5,543 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $165,923 | 5,540 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $182,921 | 5,736 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $18,134 | 733 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||