Position in KHC
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$3,455,347
+$285,152 QoQ
Shares Held
153,640
+17.5% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in KHC Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Mar 31, 2026AE Wealth Management LLC holds $49,430,307 across 13 Packaged Foods names. KHC ranks #4 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CPB |
CAMPBELL'S Co
|
845,148 | $18,821,421 | |
| 2 | CAG |
Conagra Brands Inc.
|
950,471 | $14,941,374 | |
| 3 | SJM |
J M SMUCKER Co
|
54,098 | $5,217,187 | |
| 4 | KHC |
Kraft Heinz Co
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|
153,640 | $3,455,347 | |
| 5 | PPC |
Pilgrims Pride Corp
|
59,728 | $2,255,316 | |
| 6 | GIS |
General Mills Inc
|
58,289 | $2,169,499 | |
| 7 | SFD |
Smithfield Foods Inc
|
27,628 | $772,753 | |
| 8 | MKC |
Mccormick & Co Inc
|
11,006 | $555,136 |
All Filings in KHC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||