Position in KHC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$80,119
+$9,861 QoQ
Shares Held
3,392
+8.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#795
of 1,100 holders
Holding Since
Mar 2020
25 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, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $11,362,949 across 9 Packaged Foods names. KHC ranks #4 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MKC |
Mccormick & Co Inc
|
202,292 | $10,199,562 | |
| 2 | GIS |
General Mills Inc
|
16,496 | $574,060 | |
| 3 | SJM |
J M SMUCKER Co
|
3,965 | $446,062 | |
| 4 | KHC |
Kraft Heinz Co
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|
3,392 | $80,119 | |
| 5 | MICC |
Magnum Ice Cream Co N.V.
|
1,399 | $24,356 | |
| 6 | CAG |
Conagra Brands Inc.
|
1,676 | $22,558 | |
| 7 | CPB |
CAMPBELL'S Co
|
280 | $6,235 | |
| 8 | POST |
Post Holdings, Inc.
|
59 | $5,207 |
All Filings in KHC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $80,119 | 3,392 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $70,258 | 3,124 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $56,720 | 2,339 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $94,785 | 3,640 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $93,984 | 3,640 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $110,765 | 3,640 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $394,316 | 12,840 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $450,812 | 12,840 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $420,084 | 13,038 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $481,065 | 13,037 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $567,716 | 15,352 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $536,625 | 15,952 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $598,494 | 16,859 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $54,486 | 1,409 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $71,731 | 1,762 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $47,657 | 1,429 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $55,264 | 1,449 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $57,076 | 1,449 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $16,532 | 449 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $18,921 | 464 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $18,560 | 464 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $20,102 | 580 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $14,495 | 484 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $18,623 | 584 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $33,423 | 1,351 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||