David Rolfe - Wedgewood Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    22
Portfolio value:    $484,285,577
Holdings Activity Buys Sells    History
Holding/activity history for  The Kraft Heinz Co. (KHC)
← All KHC superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2023   Q3 0 0.00 Sell 100.00% 0.05 $32.42–36.67 · VW $34.54i SEC
2023   Q2 8,000 0.05 $35.50 $284,000 SEC
2023   Q1 8,000 0.05 Reduce 13.51% <0.01 $37.22–42.80 · VW $39.60i $309,000 SEC
2022   Q4 9,250 0.07 Reduce 21.28% 0.01 $32.81–41.19 · VW $38.23i $376,000 SEC
2022   Q3 11,750 0.07 Add 6.82% <0.01 $32.73–39.44 · VW $36.41i $391,000 SEC
2022   Q2 11,000 0.07 $38.09 $419,000 SEC
2022   Q1 11,000 0.06 Add 57.14% 0.02 $34.07–40.87 · VW $37.85i $433,000 SEC
2021   Q4 7,000 0.03 Add 21.74% <0.01 $32.78–38.20 · VW $35.38i $251,000 SEC
2021   Q3 5,750 0.03 $36.70 $211,000 SEC
2021   Q2 5,750 0.03 $40.70 $234,000 SEC
2021   Q1 5,750 0.04 Reduce 11.54% <0.01 $31.60–41.21 · VW $36.53i $230,000 SEC
2020   Q4 6,500 0.03 Buy 0.03 $29.21–35.41 · VW $32.31i $225,000 SEC
2018   Q4 0 0.00 Sell 100.00% 0.04 $41.60–58.08 · VW $51.13i SEC
2018   Q3 14,000 0.04 Reduce 98.82% 3.73 $54.32–64.99 · VW $59.16i $771,000 SEC
2018   Q2 1,188,926 3.77 Reduce 6.13% 0.22 $54.11–64.54 · VW $58.73i $74,687,000 SEC
2018   Q1 1,266,539 3.63 Reduce 8.08% 0.35 $59.95–80.67 · VW $70.36i $78,892,000 SEC
2017   Q4 1,377,837 4.34 Reduce 18.11% 0.81 $75.21–82.48 · VW $78.63i $107,140,000 SEC
2017   Q3 1,682,599 4.45 Reduce 30.25% 1.91 $77.40–90.38 · VW $82.74i $130,484,000 SEC
2017   Q2 2,412,310 6.33 Reduce 22.09% 1.60 $85.45–93.88 · VW $89.88i $206,588,000 SEC
2017   Q1 3,096,398 7.24 Reduce 10.64% 0.79 $85.41–97.77 · VW $90.91i $281,183,000 SEC
2016   Q4 3,465,043 7.39 Reduce 3.53% 0.24 $79.69–90.15 · VW $85.31i $302,566,000 SEC
2016   Q3 3,591,703 6.74 Reduce 8.35% 0.59 $84.25–90.54 · VW $87.94i $321,493,000 SEC
2016   Q2 3,918,756 7.03 Reduce 3.29% 0.19 $76.64–88.63 · VW $82.76i $346,731,000 SEC
2016   Q1 4,051,880 5.77 Add 23.53% 1.10 $68.18–79.05 · VW $75.90i $318,315,000 SEC
2015   Q4 3,280,187 4.10 Add 32.73% 1.01 $69.37–79.94 · VW $73.96i $238,666,000 SEC
2015   Q3 2,471,282 2.66 Buy 2.66 $61.42–81.19 · VW $72.04i
IPO/listing quarter
$174,423,000 SEC
Price snapshot:
Current price$25.23
52-week low$20.66
52-week high$27.35