Position in KHC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$88,386
-$76,263 QoQ
Shares Held
3,742
-48.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#795
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)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026Heritage Wealth Advisors holds $164,087 across 6 Packaged Foods names. KHC ranks #1 (53.9% of the industry book) .
All Filings in KHC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $88,386 | 3,742 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $164,649 | 7,321 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $177,534 | 7,321 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $190,638 | 7,321 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $189,028 | 7,321 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $222,778 | 7,321 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $228,113 | 7,428 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $259,603 | 7,394 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $222,511 | 6,906 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $254,831 | 6,906 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $255,383 | 6,906 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $232,317 | 6,906 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $245,163 | 6,906 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $267,055 | 6,906 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $305,447 | 7,503 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $250,225 | 7,503 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $286,164 | 7,503 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $295,543 | 7,503 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $269,357 | 7,503 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $276,260 | 7,503 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $297,530 | 7,296 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $291,840 | 7,296 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $255,652 | 7,376 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $220,911 | 7,376 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $235,220 | 7,376 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $182,482 | 7,376 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||