Back to KHC
Philip James Wealth Mangement, LLC → KHC
Philip James Wealth Mangement, LLC KHC Position History
The Kraft Heinz Company • Manufacturing
Quarters held
4
Latest value
$10.3M
Q3 2026
Peak value
$10.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $3.5M |
| Q1 2026 | $3.8M |
| Q2 2026 | $8.9M |
| Q3 2026 | $10.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $10.3M | 454.3K | — | — |
| Q2 2026 | $8.9M | 374.7K | — | — |
| Q1 2026 | $3.8M | 169.2K | — | — |
| Q4 2025 | $3.5M | 144.6K | — | — |