Position in KHC
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$589,082
+$42,171 QoQ
Shares Held
24,940
+2.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#550
of 1,100 holders
Holding Since
Mar 2025
6 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, 2026Plan A Wealth LLC holds $1,037,957 across 2 Packaged Foods names. KHC ranks #1 (56.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KHC |
Kraft Heinz Co
This page
|
24,940 | $589,082 | |
| 2 | SJM |
J M SMUCKER Co
|
3,990 | $448,875 |
All Filings in KHC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $589,082 | 24,940 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $546,911 | 24,318 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $558,792 | 23,043 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $572,541 | 21,987 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $515,573 | 19,968 | Shares | Sole | 2025-11-06 | |
| 2025-03-31 | $267,814 | 8,801 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||