KHC KRAFT HEINZ CO

Ownership history in Simplicity Wealth,LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Simplicity Wealth,LLC reported a position in KRAFT HEINZ CO (KHC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2024 Q2)
Avg. % of fund
0.01%
First filed
2024 Q1
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 8,319 -9,793 -54.1% 0.01% $217K $25.21
2024 Q2 ADDED 18,112 +4,894 +37.0% 0.01% $584K $29.19
2024 Q1 INITIATED 13,218 0.01% $488K
% of Fund (quarterly)    KHC price (monthly, adj. close)
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