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Integrated Wealth Concepts LLC

Position in KHC — Kraft Heinz Co

CIK 1737109 WALTHAM, MA

Position in KHC

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$1,684,342
+$773,115 QoQ
Shares Held
71,310
+76.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#369
of 1,103 holders
Holding Since
Mar 2021
22 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, 2026

Integrated Wealth Concepts LLC holds $10,930,805 across 40 Packaged Foods names. KHC ranks #1 (15.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 KHC
Kraft Heinz Co
This page
71,310 $1,684,342

All Filings in KHC

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22 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,684,342 71,310
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