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Integrated Wealth Concepts LLC

Position in KHC — Kraft Heinz Co

CIK 1737109 WALTHAM, MA

Position in KHC

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$911,227
+$537,074 QoQ
Shares Held
40,517
+162.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2021
21 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, 2026

Integrated Wealth Concepts LLC holds $8,746,838 across 17 Packaged Foods names. KHC ranks #2 (10.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 KHC
Kraft Heinz Co
This page
40,517 $911,227

All Filings in KHC

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21 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $911,227 40,517
2025-12-31 $374,153 15,429
2025-09-30 $612,174 23,509
2025-06-30 $797,269 30,878
2025-03-31 $676,002 22,215
2024-12-31 $1,170,665 38,120
2024-09-30 $1,507,658 42,941
2024-06-30 $804,468 24,968
2024-03-31 $1,006,115 27,266
2023-12-31 $1,000,530 27,056
2023-09-30 $2,606,629 77,486
2023-06-30 $2,267,811 63,882
2023-03-31 $2,410,378 62,332
2022-12-31 $342,615 8,416
2022-09-30 $288,744 8,658
2022-06-30 $370,530 9,715
2022-03-31 $454,599 11,541
2021-12-31 $1,924,599 53,610
2021-09-30 $2,009,672 54,581
2021-06-30 $1,520,604 37,288
2021-03-31 $1,333,760 33,344