Cherry Tree Wealth Management, LLC

Position in KHC — Kraft Heinz Co

CIK 1985414 MINNETONKA, MN

Position in KHC

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$3,171

-$175 QoQ

Shares Held

141

+2.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Mar 31, 2026

Cherry Tree Wealth Management, LLC holds $450,344 across 4 Packaged Foods names. KHC ranks #3 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HRL	Hormel Foods Corp /De/	13,732	$311,029
2	GIS	General Mills Inc	3,598	$133,917
3	KHC	Kraft Heinz Co This page	141	$3,171
4	CPB	CAMPBELL'S Co	100	$2,227

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,171	141	+2.2%	Shares	Sole	2026-05-05
2025-12-31	$3,346	138	+1.5%	Shares	Sole	2026-02-10
2025-09-30	$3,541	136	+1.5%	Shares	Sole	2025-11-24
2025-06-30	$3,459	134	-9.5%	Shares	Sole	2025-08-05
2025-03-31	$4,503	148	-33.3%	Shares	Sole	2025-04-21
2024-12-31	$6,817	222	+0.5%	Shares	Sole	2025-02-04
2024-09-30	$7,759	221	+0.9%	Shares	Sole	2024-11-12
2024-06-30	$7,056	219	+9.5%	Shares	Sole	2024-08-06
2024-03-31	$7,380	200	+0.5%	Shares	Sole	2024-05-01
2023-12-31	$7,359	199	+0.5%	Shares	Sole	2024-02-06
2023-09-30	$6,660	198	+1.0%	Shares	Sole	2023-11-14
2023-06-30	$6,958	196	—	Shares	Sole	2023-08-09
No filing history on record for this holder in this stock.