Kozak & Associates, Inc.

Position in KHC — Kraft Heinz Co

CIK 1764970 HIGHLANDS RANCH, CO

Position in KHC

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$1,747

+$106 QoQ

Shares Held

+1.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,024

of 1,100 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Kozak & Associates, Inc. holds $7,245 across 4 Packaged Foods names. KHC ranks #2 (24.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GIS	General Mills Inc	125	$4,350
2	KHC	Kraft Heinz Co This page	74	$1,747
3	MICC	Magnum Ice Cream Co N.V.	57	$992
4	LFVN	Lifevantage Corp	25	$156

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,747	74	+1.4%	Shares	Sole	2026-07-02
2026-03-31	$1,641	73	+2.8%	Shares	Sole	2026-04-14
2025-12-31	$1,721	71	+1.4%	Shares	Sole	2026-01-12
2025-09-30	$1,822	70	-1.4%	Shares	Sole	2025-11-18
2025-06-30	$1,833	71	+1.4%	Shares	Sole	2025-07-10
2025-03-31	$2,130	70	+1.4%	Shares	Sole	2025-04-15
2024-12-31	$2,118	69	-94.1%	Shares	Sole	2025-01-06
2024-09-30	$41,043	1,169	+1.1%	Shares	Sole	2024-10-17
2024-06-30	$37,246	1,156	+1.2%	Shares	Sole	2024-07-05
2024-03-31	$42,139	1,142	-0.8%	Shares	Sole	2024-05-17
2023-12-31	$42,563	1,151	-12.1%	Shares	Sole	2024-01-17
2023-09-30	$44,034	1,309	-1.8%	Shares	Sole	2023-10-17
2023-06-30	$47,321	1,333	+2.1%	Shares	Sole	2023-07-05
2023-03-31	$50,464	1,305	+1.0%	Shares	Sole	2023-04-03
2022-12-31	$52,597	1,292	0.0%	Shares	Sole	2023-01-03
2022-09-30	$43,088	1,292	+1.2%	Shares	Sole	2022-10-12
2022-06-30	$48,704	1,277	+2.1%	Shares	Sole	2022-10-12
2022-03-31	$49,276	1,251	0.0%	Shares	Sole	2022-05-26
2021-12-31	$44,910	1,251	+1.1%	Shares	Sole	2022-03-11
2021-09-30	$45,546	1,237	—	Shares	Sole	2021-11-16
No filing history on record for this holder in this stock.