David Rolfe - Wedgewood Partners Inc
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  Kraft Heinz Co. (KHC)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2023   Q3 0 0.00 Sell 100.00% 0.05 SEC
2023   Q2 8,000 0.05 $35.50 $284,000 SEC
2023   Q1 8,000 0.05 Reduce 13.51% <0.01 $38.63 $309,000 SEC
2022   Q4 9,250 0.07 Reduce 21.28% 0.01 $40.65 $376,000 SEC
2022   Q3 11,750 0.07 Add 6.82% <0.01 $33.28 $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 $39.36 $433,000 SEC
2021   Q4 7,000 0.03 Add 21.74% <0.01 $35.86 $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 $40.00 $230,000 SEC
2020   Q4 6,500 0.03 Buy 0.03 $34.62 $225,000 SEC
2018   Q4 0 0.00 Sell 100.00% 0.04 SEC
2018   Q3 14,000 0.04 Reduce 98.82% 3.73 $55.07 $771,000 SEC
2018   Q2 1,188,926 3.77 Reduce 6.13% 0.22 $62.82 $74,687,000 SEC
2018   Q1 1,266,539 3.63 Reduce 8.08% 0.35 $62.29 $78,892,000 SEC
2017   Q4 1,377,837 4.34 Reduce 18.11% 0.81 $77.76 $107,140,000 SEC
2017   Q3 1,682,599 4.45 Reduce 30.25% 1.91 $77.55 $130,484,000 SEC
2017   Q2 2,412,310 6.33 Reduce 22.09% 1.60 $85.64 $206,588,000 SEC
2017   Q1 3,096,398 7.24 Reduce 10.64% 0.79 $90.81 $281,183,000 SEC
2016   Q4 3,465,043 7.39 Reduce 3.53% 0.24 $87.32 $302,566,000 SEC
2016   Q3 3,591,703 6.74 Reduce 8.35% 0.59 $89.51 $321,493,000 SEC
2016   Q2 3,918,756 7.03 Reduce 3.29% 0.19 $88.48 $346,731,000 SEC
2016   Q1 4,051,880 5.77 Add 23.53% 1.10 $78.56 $318,315,000 SEC
2015   Q4 3,280,187 4.10 Add 32.73% 1.01 $72.76 $238,666,000 SEC
2015   Q3 2,471,282 2.66 Buy 2.66 $70.58 $174,423,000 SEC