Smallwood Wealth Investment Management, LLC
Position in KHC — Kraft Heinz Co
CIK 1921304
RED BANK, NJ
Position in KHC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,724
+$83 QoQ
Shares Held
73
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,029
of 1,103 holders
Holding Since
Mar 2025
6 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, 2026Smallwood Wealth Investment Management, LLC holds $24,191 across 5 Packaged Foods names. KHC ranks #2 (7.1% of the industry book) .
All Filings in KHC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,724 | 73 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,641 | 73 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $5,553 | 229 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $5,911 | 227 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $5,809 | 225 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $51,365 | 1,688 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||