Position in KHC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$215,319
New position
Shares Held
9,116
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#738
of 1,100 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026Larry Mathis Financial Planning, LLC holds $215,319 across 1 Packaged Foods name. KHC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KHC |
Kraft Heinz Co
This page
|
9,116 | $215,319 |
All Filings in KHC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $215,319 | 9,116 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||