Position in KHC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,285,707
+$1,035,650 QoQ
Shares Held
139,107
+39.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.97%
of 13F equity value
Holder Rank
#273
of 1,100 holders
Holding Since
Sep 2025
4 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, 2026Peak Retirement Planning, Inc. holds $6,617,424 across 2 Packaged Foods names. KHC ranks #2 (49.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GIS |
General Mills Inc
|
95,739 | $3,331,717 | |
| 2 | KHC |
Kraft Heinz Co
This page
|
139,107 | $3,285,707 |
All Filings in KHC
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,285,707 | 139,107 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,250,057 | 100,047 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,011,974 | 82,968 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,654,581 | 63,540 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||