Skip to main content

PlanVest Financial, Inc

Position in KHC — Kraft Heinz Co

CIK 2135239 GAITHERSBURG, MD

Position in KHC

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$15,305
+$822 QoQ
Shares Held
648
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#879
of 1,098 holders
Holding Since
Mar 2026
2 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

PlanVest Financial, Inc holds $34,225 across 3 Packaged Foods names. KHC ranks #1 (44.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 KHC
Kraft Heinz Co
This page
648 $15,305

All Filings in KHC

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $15,305 648
2026-03-31 $14,483 644