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Compass Wealth Management LLC

SEC CIK
0001965653
Latest filing
Aug 7, 2026

KHC holding history

Kraft Heinz Co in every 13F filed by Compass Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

KHC overviewAll 13F holders of KHCFull Q2 2026 holdings

Shares (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q4 2022
Holdings of KHC by Compass Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−1,200−100.0%Sold outHolders
Q3 20241,200$42.1K<0.1%−79−6.2%ReducedHolders
Q2 20241,279$41.2K<0.1%+79+6.6%AddedHolders
Q1 20241,200$44.3K<0.1%00.0%UnchangedHolders
Q4 20231,200$44.4K<0.1%00.0%UnchangedHolders
Q3 20231,200$40.4K<0.1%00.0%UnchangedHolders
Q2 20231,200$42.6K<0.1%00.0%UnchangedHolders
Q1 20231,200$46.4K<0.1%00.0%UnchangedHolders
Q4 20221,200$48.9K<0.1%–No prior filingHolders