KHC β€” KRAFT HEINZ CO

Ownership history in Quaker Wealth Management, LLC  Β·  3 quarters on record

AI Ownership Summary

Quaker Wealth Management, LLC reported KRAFT HEINZ CO (KHC) in 3 quarterly 13F filings from 2025 Q1 through 2025 Q3. 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.

What this KHC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Quaker Wealth Management, LLC'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
2025 Q3

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

High-water mark
Peak Conviction
0.0% 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
2025 Q1 to 2025 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.

How Quaker Wealth Management, LLC held KHC β€” position size vs. price
% of Fund (quarterly)    KHC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 9 -1 -10.0% 0.00% $235 2025-11-05 $23.37
2025 Q2 REDUCED 10 -6 -37.5% 0.00% $259 2025-08-04 $25.57
2025 Q1 INITIATED 16 β€” β€” 0.00% $487 2025-05-29 $25.40

FAQ About Quaker Wealth Management, LLC and KHC

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

How long has Quaker Wealth Management, LLC reported owning KHC?

Quaker Wealth Management, LLC reported KHC across 3 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

What was the largest reported KHC position in Quaker Wealth Management, LLC's portfolio?

The largest reported portfolio weight for KHC was 0.00% in 2025 Q1.

What is the latest reported KHC position on this page?

The most recent filing on this page is 2025 Q3, when Quaker Wealth Management, LLC reported 9 shares, equal to 0.00% of portfolio, with an estimated market value of $235.

What does the chart on this KHC ownership page compare?

The chart compares Quaker Wealth Management, LLC'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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