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Wealth Forward, LLC → KHC

Wealth Forward, LLC KHC Position History

The Kraft Heinz Company • Manufacturing

Quarters held
5
Latest value
$5.9M
Q3 2026
Peak value
$10.4M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$9M
Q4 2025$9.3M
Q1 2026$9M
Q2 2026$10.4M
Q3 2026$5.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$5.9M56.2K——
Q2 2026$10.4M100.8K——
Q1 2026$9M99.9K——
Q4 2025$9.3M98.3K——
Q3 2025$9M97.1K——

Other funds holding KHC

Other Wealth Forward, LLC positions

SCHW-PJ

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$40.4M
SCHW-PJ

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$30.2M
SCHW-PJ

SCHWAB STRATEGIC TR

$23M
ETHA

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$21.8M
IVZ

INVESCO EXCHANGE TRADED FD T

$21.1M
ETHA

ISHARES TR

$20.3M
ETHA

ISHARES TR

$19.8M
SCHW-PJ

SCHWAB STRATEGIC TR

$19.3M