CreativeOne Wealth, LLC

Position in KHC — Kraft Heinz Co

CIK 1739728 OVERLAND PARK, KS

Position in KHC

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,405,507

+$276,038 QoQ

Shares Held

59,505

+18.5% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#399

of 1,100 holders

Holding Since

Dec 2020

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

CreativeOne Wealth, LLC holds $8,735,045 across 5 Packaged Foods names. KHC ranks #4 (16.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GIS	General Mills Inc	87,809	$3,055,752
2	CAG	Conagra Brands Inc.	118,865	$1,599,922
3	HRL	Hormel Foods Corp /De/	60,328	$1,497,340
4	KHC	Kraft Heinz Co This page	59,505	$1,405,507
5	SJM	J M SMUCKER Co	10,458	$1,176,524

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,405,507	59,505	+18.5%	Shares	Other	2026-08-13
2026-03-31	$1,129,469	50,221	+10.8%	Shares	Other	2026-05-15
2025-12-31	$1,098,936	45,317	+2.9%	Shares	Other	2026-02-13
2025-09-30	$1,147,061	44,050	+464.2%	Shares	Other	2025-11-13
2025-06-30	$201,602	7,808	-1.0%	Shares	Other	2025-08-12
2025-03-31	$240,091	7,890	-7.1%	Shares	Other	2025-05-14
2024-12-31	$260,726	8,490	+29.1%	Shares	Other	2025-02-13
2024-09-30	$230,882	6,576	-31.5%	Shares	Other	2024-11-13
2023-03-31	$371,502	9,607	+0.5%	Shares	Sole	2023-05-15
2022-12-31	$389,024	9,556	+1.0%	Shares	Sole	2023-02-15
2022-09-30	$315,557	9,462	+1.2%	Shares	Sole	2022-11-15
2022-06-30	$356,761	9,354	-4.0%	Shares	Sole	2022-08-12
2022-03-31	$383,894	9,746	-9.8%	Shares	Sole	2022-05-13
2021-12-31	$387,863	10,804	+10.5%	Shares	Sole	2022-02-15
2021-09-30	$360,136	9,781	+1.4%	Shares	Sole	2021-11-16
2021-06-30	$393,444	9,648	+15.9%	Shares	Other	2021-08-13
2021-03-31	$333,120	8,328	+31.5%	Shares	Other	2021-05-17
2020-12-31	$219,571	6,335	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.