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Center for Wealth Management Advisory → KHC
Center for Wealth Management Advisory KHC Position History
The Kraft Heinz Company • Manufacturing
Quarters held
4
Latest value
$10.2M
Q3 2026
Peak value
$10.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $8.7M |
| Q1 2026 | $8.4M |
| Q2 2026 | $9.7M |
| Q3 2026 | $10.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $10.2M | 96.6K | — | — |
| Q2 2026 | $9.7M | 93.8K | — | — |
| Q1 2026 | $8.4M | 93.4K | — | — |
| Q4 2025 | $8.7M | 92.5K | — | — |