Position in KHC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$4,428,894
+$973,547 QoQ
Shares Held
187,507
+22.0% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#240
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, 2026AE Wealth Management LLC holds $52,368,224 across 14 Packaged Foods names. KHC ranks #3 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GIS |
General Mills Inc
|
934,768 | $32,529,902 | |
| 2 | SJM |
J M SMUCKER Co
|
60,254 | $6,778,561 | |
| 3 | KHC |
Kraft Heinz Co
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|
187,507 | $4,428,894 | |
| 4 | CPB |
CAMPBELL'S Co
|
110,262 | $2,455,511 | |
| 5 | CAG |
Conagra Brands Inc.
|
102,250 | $1,376,262 | |
| 6 | SMPL |
Simply Good Foods Co
|
66,767 | $886,655 | |
| 7 | MKC |
Mccormick & Co Inc
|
17,467 | $880,676 | |
| 8 | BRBR |
Bellring Brands, Inc.
|
61,384 | $794,295 |
All Filings in KHC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,428,894 | 187,507 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $3,455,347 | 153,640 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $3,170,195 | 130,730 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $3,117,835 | 119,733 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $2,713,182 | 105,081 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $2,729,200 | 89,688 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $2,891,248 | 94,147 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $3,189,425 | 90,841 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $2,908,333 | 90,265 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $2,579,308 | 69,900 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $3,196,773 | 86,446 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,777,789 | 82,574 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $2,737,760 | 77,120 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $2,917,999 | 75,459 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $3,136,664 | 77,049 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $2,749,574 | 82,446 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $3,016,797 | 79,098 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $2,958,267 | 75,102 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $2,214,132 | 61,675 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $2,619,743 | 71,150 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $2,797,467 | 68,599 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $2,612,360 | 65,309 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $2,123,756 | 61,274 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,402,408 | 46,825 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $1,354,400 | 42,471 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $485,052 | 19,606 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||