Foundations Investment Advisors, LLC

Endowment

Position in KHC — Kraft Heinz Co

CIK 1743404 PHOENIX, AZ

Position in KHC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$286,723

+$50,534 QoQ

Shares Held

12,139

+15.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#688

of 1,103 holders

Holding Since

Mar 2020

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Foundations Investment Advisors, LLC holds $5,336,059 across 6 Packaged Foods names. KHC ranks #6 (5.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GIS	General Mills Inc	56,766	$1,975,456
2	HRL	Hormel Foods Corp /De/	63,323	$1,571,676
3	SJM	J M SMUCKER Co	6,540	$735,750
4	MKC	Mccormick & Co Inc	8,029	$404,822
5	LW	Lamb Weston Holdings, Inc.	8,375	$361,632
6	KHC	Kraft Heinz Co This page	12,139	$286,723

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$286,723	12,139	+15.6%	Shares	Sole	2026-08-14
2026-03-31	$236,189	10,502	-44.6%	Shares	Sole	2026-05-11
2025-12-31	$459,828	18,962	-10.5%	Shares	Sole	2026-02-10
2025-09-30	$551,631	21,184	-23.3%	Shares	Sole	2025-11-03
2025-06-30	$713,096	27,618	+38.2%	Shares	Sole	2025-08-08
2025-03-31	$608,234	19,988	+8.9%	Shares	Sole	2025-05-07
2024-12-31	$563,436	18,347	+0.3%	Shares	Sole	2025-01-22
2024-09-30	$642,442	18,298	-6.1%	Shares	Sole	2024-10-21
2024-06-30	$627,742	19,483	+18.7%	Shares	Sole	2024-08-02
2024-03-31	$605,602	16,412	+1.6%	Shares	Sole	2024-05-13
2023-12-31	$597,559	16,159	-6.6%	Shares	Sole	2024-02-08
2023-09-30	$582,173	17,306	+5.6%	Shares	Sole	2023-10-05
2023-06-30	$581,632	16,384	+38.1%	Shares	Sole	2023-07-19
2023-03-31	$458,742	11,863	+18.2%	Shares	Sole	2023-04-25
2022-12-31	$408,443	10,033	-20.8%	Shares	Sole	2023-01-11
2020-09-30	$379,376	12,667	-31.8%	Shares	Sole	2020-10-07
2020-06-30	$592,197	18,570	-8.8%	Shares	Sole	2020-07-08
2020-03-31	$503,904	20,368	—	Shares	Sole	2020-04-06
No filing history on record for this holder in this stock.