Position in KHC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$203,060
+$268 QoQ
Shares Held
8,597
-4.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#741
of 1,079 holders
Holding Since
Mar 2023
14 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, 2026Cape Investment Advisory, Inc. holds $448,315 across 11 Packaged Foods names. KHC ranks #1 (45.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KHC |
Kraft Heinz Co
This page
|
8,597 | $203,060 | |
| 2 | GIS |
General Mills Inc
|
2,895 | $100,745 | |
| 3 | INGR |
Ingredion Inc
|
724 | $68,570 | |
| 4 | PPC |
Pilgrims Pride Corp
|
1,800 | $50,598 | |
| 5 | SENEA |
Seneca Foods Corp
|
60 | $10,436 | |
| 6 | SJM |
J M SMUCKER Co
|
60 | $6,750 | |
| 7 | CPB |
CAMPBELL'S Co
|
132 | $2,939 | |
| 8 | MKC |
Mccormick & Co Inc
|
46 | $2,319 |
All Filings in KHC
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $203,060 | 8,597 | Shares | Defined | 2026-07-23 | |
| 2026-03-31 | $202,792 | 9,017 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $385,622 | 15,902 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $12,316 | 473 | Shares | Defined | 2025-12-29 | |
| 2025-06-30 | $33,488 | 1,297 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $14,910 | 490 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $28,345 | 923 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $25,384 | 723 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $23,262 | 722 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $26,604 | 721 | Shares | Defined | 2024-06-21 | |
| 2023-12-31 | $26,625 | 720 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $24,220 | 720 | Shares | Defined | 2023-11-07 | |
| 2023-06-30 | $25,524 | 719 | Shares | Sole | 2023-10-12 | |
| 2023-03-31 | $25,870 | 669 | Shares | Sole | 2023-10-12 | |
| No filing history on record for this holder in this stock. | ||||||