PENSION & WEALTH MANAGEMENT ADVISORS, INC.
PensionPosition in KHC — Kraft Heinz Co
CIK 2145782
WALTHAM, MA
Position in KHC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$79,292
+$3,794 QoQ
Shares Held
3,357
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#799
of 1,103 holders
Holding Since
Dec 2024
7 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, 2026PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $136,978 across 4 Packaged Foods names. KHC ranks #1 (57.9% of the industry book) .
All Filings in KHC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $79,292 | 3,357 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $75,498 | 3,357 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $81,407 | 3,357 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $87,416 | 3,357 | Shares | Sole | 2026-08-07 | |
| 2025-06-30 | $86,677 | 3,357 | Shares | Sole | 2026-08-07 | |
| 2025-03-31 | $101,910 | 3,349 | Shares | Sole | 2026-08-07 | |
| 2024-12-31 | $152,075 | 4,952 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||