Position in KHC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$230,387
-$394,778 QoQ
Shares Held
10,244
-60.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
8 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in KHC Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Mar 31, 2026Summit Financial, LLC holds $5,693,951 across 7 Packaged Foods names. KHC ranks #7 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PPC |
Pilgrims Pride Corp
|
48,783 | $1,842,046 | |
| 2 | MKC |
Mccormick & Co Inc
|
26,337 | $1,328,438 | |
| 3 | GIS |
General Mills Inc
|
24,491 | $911,555 | |
| 4 | CAG |
Conagra Brands Inc.
|
36,247 | $569,802 | |
| 5 | INGR |
Ingredion Inc
|
4,411 | $496,943 | |
| 6 | SJM |
J M SMUCKER Co
|
3,264 | $314,780 | |
| 7 | KHC |
Kraft Heinz Co
This page
|
10,244 | $230,387 |
All Filings in KHC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||