Position in KHC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,716
New position
Shares Held
115
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,003
of 1,103 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, 2026Montgomery Financial Services LLC holds $33,168 across 7 Packaged Foods names. KHC ranks #4 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MKC |
Mccormick & Co Inc
|
344 | $17,344 | |
| 2 | GIS |
General Mills Inc
|
172 | $5,985 | |
| 3 | SFD |
Smithfield Foods Inc
|
139 | $3,372 | |
| 4 | KHC |
Kraft Heinz Co
This page
|
115 | $2,716 | |
| 5 | CAG |
Conagra Brands Inc.
|
133 | $1,790 | |
| 6 | LW |
Lamb Weston Holdings, Inc.
|
27 | $1,165 | |
| 7 | BGS |
B&G Foods, Inc.
|
200 | $796 |
All Filings in KHC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,716 | 115 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||