Skip to main content

Philip James Wealth Mangement, LLC

Position in KHC — Kraft Heinz Co

CIK 2002630 MILTON, GA

Position in KHC

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$8,850,414
+$5,046,119 QoQ
Shares Held
374,700
+121.5% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
1.20%
of 13F equity value
Holder Rank
#164
of 1,103 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in KHC Over Time

Shares Held

Position Value (USD)

Position in Packaged Foods

Consumer Defensive · as of Jun 30, 2026

Philip James Wealth Mangement, LLC holds $34,925,141 across 3 Packaged Foods names. KHC ranks #2 (25.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 KHC
Kraft Heinz Co
This page
374,700 $8,850,414

All Filings in KHC

Export CSV
8 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $8,850,414 374,700
2026-03-31 $3,804,295 169,155
2025-12-31 $3,507,495 144,639
2025-09-30 $5,732,627 220,147
2025-06-30 $5,492,662 212,729
2025-03-31 $5,677,355 186,571
2024-12-31 $5,491,654 178,823
2024-09-30 $6,178,938 175,988