Hickory Point Bank & Trust KHC — KRAFT HEINZ CO

Ownership history in Hickory Point Bank & Trust  ·  8 quarters on record

AI Ownership Summary

Hickory Point Bank & Trust reported KRAFT HEINZ CO (KHC) in 8 quarterly 13F filings from 2024 Q4 through 2026 Q3. Peak portfolio weight reached 0.31% in 2025 Q1. The latest visible filing shows KHC at 0.15% 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.

What this KHC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hickory Point Bank & Trust's position in KRAFT HEINZ CO, 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 Q3

KHC was reported at 0.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.31% in 2025 Q1

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

Time in book
Holding Window
2024 Q4 to 2026 Q3

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.

KHC stock page Hickory Point Bank & Trust fund profile Hickory Point Bank & Trust full holdings
How Hickory Point Bank & Trust 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 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 10,908 -464 -4.1% 0.15% $248K 2026-10-01 $22.46
2026 Q2 ADDED — — — 11,372 +200 +1.8% 0.16% $269K 2026-07-17 $25.47
2026 Q1 REDUCED — — — 11,172 -420 -3.6% 0.17% $251K 2026-04-03 $22.03
2025 Q4 REDUCED — — — 11,592 -262 -2.2% 0.20% $281K 2026-01-12 $22.24
2025 Q3 UNCHANGED — — — 11,854 — 0% 0.23% $309K 2025-10-06 $23.65
2025 Q2 ADDED — — — 11,854 +150 +1.3% 0.25% $306K 2025-07-08 $24.38
2025 Q1 ADDED — — — 11,704 +1,175 +11.2% 0.31% $356K 2025-04-14 $27.08
2024 Q4 INITIATED — — — 10,529 — — 0.29% $323K 2025-02-05 $25.67

🏢 Other funds also holding KHC

As of 2026 Q3 — sorted by position size

Parrish Capital LLC 1.01%

FAQ About Hickory Point Bank & Trust and KHC

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

How long has Hickory Point Bank & Trust reported owning KHC?

Hickory Point Bank & Trust reported KHC across 8 quarterly 13F filings, from 2024 Q4 through 2026 Q3.

What was the largest reported KHC position in Hickory Point Bank & Trust's portfolio?

The largest reported portfolio weight for KHC was 0.31% in 2025 Q1.

What is the latest reported KHC position on this page?

The most recent filing on this page is 2026 Q3, when Hickory Point Bank & Trust reported 10,908 shares, equal to 0.15% of portfolio, with an estimated market value of $248K.

What does the chart on this KHC ownership page compare?

The chart compares Hickory Point Bank & Trust'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 Hickory Point Bank & Trust time their KHC position?

Based on 13F filing dates vs. subsequent KHC price moves, Hickory Point Bank & Trust correctly timed 2 out of 6 reported position changes (33%). The annualised alpha on KHC relative to SPY over the holding period was +428.0%.

← Back to Hickory Point Bank & Trust Holdings