Position in KHC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$317,996
+$87,609 QoQ
Shares Held
13,463
+31.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#667
of 1,103 holders
Holding Since
Mar 2022
9 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, 2026Summit Financial, LLC holds $6,923,416 across 7 Packaged Foods names. KHC ranks #7 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SFD |
Smithfield Foods Inc
|
150,517 | $3,651,542 | |
| 2 | MKC |
Mccormick & Co Inc
|
24,625 | $1,241,592 | |
| 3 | GIS |
General Mills Inc
|
15,164 | $527,707 | |
| 4 | INGR |
Ingredion Inc
|
4,602 | $435,855 | |
| 5 | CAG |
Conagra Brands Inc.
|
29,231 | $393,449 | |
| 6 | SJM |
J M SMUCKER Co
|
3,158 | $355,275 | |
| 7 | KHC |
Kraft Heinz Co
This page
|
13,463 | $317,996 |
All Filings in KHC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $317,996 | 13,463 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $230,387 | 10,244 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $625,165 | 25,780 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $705,579 | 27,096 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $662,076 | 25,642 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $440,930 | 14,490 | Shares | Sole | 2025-05-14 | |
| 2022-09-30 | $226,679 | 6,797 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $210,647 | 5,523 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $258,477 | 6,562 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||