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CARRET ASSET MANAGEMENT, LLC: KHC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CARRET ASSET MANAGEMENT, LLC on KHC, newest first. How the timeline and the estimate are built.

CARRET ASSET MANAGEMENT, LLC held 26,070 KHC shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,070 shares
    Change vs previous 13F -500 shares

    0.05% of the 13F portfolio, value $615,768.

    13F-HR 0001140361-26-031277 filed by CARRET ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 26,570 shares
    Change vs previous 13F -2,600 shares

    0.06% of the 13F portfolio, value $597,554.

    13F-HR 0001140361-26-021508 filed by CARRET ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 29,170 shares
    Change vs previous 13F -25,774 shares

    0.07% of the 13F portfolio, value $707,367.

    13F-HR 0001140361-26-005575 filed by CARRET ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 54,944 shares
    Change vs previous 13F -5,914 shares

    0.14% of the 13F portfolio, value $1,430,735.

    13F-HR 0001140361-25-041855 filed by CARRET ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 60,858 shares
    Change vs previous 13F -2,446 shares

    0.17% of the 13F portfolio, value $1,571,350.

    13F-HR 0001140361-25-028522 filed by CARRET ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 63,304 shares
    Change vs previous 13F +1,030 shares

    0.22% of the 13F portfolio, value $1,926,341.

    13F-HR 0001140361-25-014813 filed by CARRET ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 62,274 shares
    Change vs previous 13F -829 shares

    0.21% of the 13F portfolio, value $1,912,435.

    13F-HR 0001140361-25-003667 filed by CARRET ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 63,103 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $2,215,546.

    13F-HR 0001140361-24-044078 filed by CARRET ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).