Position in KHC
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$42,870
+$24,024 QoQ
Shares Held
1,815
+116.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#201
of 313 holders
Holding Since
Dec 2022
15 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, 2026True Wealth Design, LLC holds $612,675 across 32 Packaged Foods names. KHC ranks #7 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MKC |
Mccormick & Co Inc
|
2,250 | $113,445 | |
| 2 | GIS |
General Mills Inc
|
2,936 | $102,172 | |
| 3 | SJM |
J M SMUCKER Co
|
568 | $63,900 | |
| 4 | CAG |
Conagra Brands Inc.
|
4,719 | $63,517 | |
| 5 | LW |
Lamb Weston Holdings, Inc.
|
1,144 | $49,397 | |
| 6 | DAR |
Darling Ingredients Inc.
|
899 | $49,103 | |
| 7 | KHC |
Kraft Heinz Co
This page
|
1,815 | $42,870 | |
| 8 | CPB |
CAMPBELL'S Co
|
1,452 | $32,336 |
All Filings in KHC
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,870 | 1,815 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $18,846 | 838 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $11,058 | 456 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $13,462 | 517 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,013 | 78 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $9,311 | 306 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,136 | 37 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $13,482 | 384 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,192 | 37 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $664 | 18 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $369 | 10 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $336 | 10 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $355 | 10 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $386 | 10 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,669 | 41 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||