Concurrent Investment Advisors, LLC

Position in KHC — Kraft Heinz Co

CIK 2001015 Tampa, FL

Position in KHC

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$706,544

+$183,271 QoQ

Shares Held

29,913

+28.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#509

of 1,079 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $5,889,669 across 8 Packaged Foods names. KHC ranks #2 (12.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GIS	General Mills Inc	91,726	$3,192,064
2	KHC	Kraft Heinz Co This page	29,913	$706,544
3	MKC	Mccormick & Co Inc	12,418	$626,115
4	CAG	Conagra Brands Inc.	26,173	$352,287
5	LW	Lamb Weston Holdings, Inc.	6,262	$270,392
6	POST	Post Holdings, Inc.	2,987	$263,631
7	FLO	Flowers Foods Inc	30,810	$243,399
8	SJM	J M SMUCKER Co	2,091	$235,237

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$706,544	29,913	+28.6%	Shares	Sole	2026-07-27
2026-03-31	$523,273	23,267	-6.5%	Shares	Sole	2026-04-21
2025-12-31	$603,169	24,873	+32.2%	Shares	Sole	2026-01-29
2025-09-30	$489,786	18,809	+16.4%	Shares	Sole	2025-10-27
2025-06-30	$417,328	16,163	-0.2%	Shares	Sole	2025-07-25
2025-03-31	$492,935	16,199	+1.7%	Shares	Sole	2025-04-29
2024-12-31	$489,118	15,927	-68.6%	Shares	Sole	2025-02-03
2024-09-30	$1,781,621	50,744	+16.2%	Shares	Sole	2024-10-30
2024-06-30	$1,406,982	43,668	+4.4%	Shares	Sole	2024-07-30
2024-03-31	$1,542,973	41,815	+484.9%	Shares	Sole	2024-05-07
2023-12-31	$264,370	7,149	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.