KHC β€” KRAFT HEINZ CO

Ownership history in M.E. ALLISON & CO., INC.  Β·  5 quarters on record

AI Ownership Summary

M.E. ALLISON & CO., INC. reported KRAFT HEINZ CO (KHC) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.33% in 2025 Q2. The latest visible filing shows KHC at 0.20% 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 M.E. ALLISON & CO., INC.'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 Q1

KHC was reported at 0.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.33% in 2025 Q2

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

Time in book
Holding Window
2025 Q1 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 M.E. ALLISON & CO., INC. held KHC β€” position size vs. price
% of Fund (quarterly)    KHC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 13,551 +351 +2.7% 0.20% $305K 2026-04-08 $22.95
2025 Q4 REDUCED 13,200 -2,515 -16.0% 0.22% $320K 2026-01-12 $23.00
2025 Q3 UNCHANGED 15,715 β€” 0% 0.28% $409K 2025-10-08 $24.28
2025 Q2 ADDED 15,715 +7,397 +88.9% 0.33% $406K 2025-07-25 $27.36
2025 Q1 INITIATED 8,318 β€” β€” 0.25% $253K 2025-04-17 $27.69

FAQ About M.E. ALLISON & CO., INC. and KHC

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

How long has M.E. ALLISON & CO., INC. reported owning KHC?

M.E. ALLISON & CO., INC. reported KHC across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported KHC position in M.E. ALLISON & CO., INC.'s portfolio?

The largest reported portfolio weight for KHC was 0.33% in 2025 Q2.

What is the latest reported KHC position on this page?

The most recent filing on this page is 2026 Q1, when M.E. ALLISON & CO., INC. reported 13,551 shares, equal to 0.20% of portfolio, with an estimated market value of $305K.

What does the chart on this KHC ownership page compare?

The chart compares M.E. ALLISON & CO., INC.'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.

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