Global Wealth Strategies & Associates KHC KRAFT HEINZ CO COM

Ownership history in Global Wealth Strategies & Associates  ·  11 quarters on record

AI Ownership Summary

Global Wealth Strategies & Associates reported KRAFT HEINZ CO COM (KHC) in 11 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows KHC at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this KHC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Global Wealth Strategies & Associates's position in KRAFT HEINZ CO COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

KHC was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Global Wealth Strategies & Associates held KHC — position size vs. price
% of Fund (quarterly)    KHC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 13 0% 0.00% $292 2026-05-15 (Est.) $22.51
2025 Q4 REDUCED 81.2% -5.7% 13 -56 -81.2% 0.00% $315 2026-01-02 $23.56
2024 Q4 UNCHANGED 69 0% 0.00% $2K 2025-01-02 $28.05
2024 Q3 UNCHANGED 69 0% 0.00% $2K 2024-10-01 $31.65
2024 Q2 UNCHANGED 69 0% 0.00% $2K 2024-07-02 $28.47
2024 Q1 UNCHANGED 69 0% 0.00% $3K 2024-04-01 $32.60
2023 Q4 REDUCED 15.9% +1.4% 69 -13 -15.9% 0.00% $3K 2024-01-02 $33.15
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Global Wealth Strategies & Associates and KHC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Global Wealth Strategies & Associates reported owning KHC?

Global Wealth Strategies & Associates reported KHC across 7 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported KHC position in Global Wealth Strategies & Associates's portfolio?

The largest reported portfolio weight for KHC was 0.00% in 2023 Q4.

What is the latest reported KHC position on this page?

The most recent filing on this page is 2026 Q1, when Global Wealth Strategies & Associates reported 13 shares, equal to 0.00% of portfolio, with an estimated market value of $292.

What does the chart on this KHC ownership page compare?

The chart compares Global Wealth Strategies & Associates's quarterly KHC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Global Wealth Strategies & Associates time their KHC position?

Based on 13F filing dates vs. subsequent KHC price moves, Global Wealth Strategies & Associates correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on KHC relative to SPY over the holding period was -28.1%.

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