44 Wealth Management’s Kraft Heinz KHC Stock Holding History

44 Wealth Management’s Portfolio KHC Stock Details KHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-38,960	Closed	-$945K	–	193
2025 Q4	$945K	Sell	38,960 -1,941	-5%	-$48.3K	0.32%	101
2025 Q3	$1.07M	Sell	40,901 -8,322	-17%	-$226K	0.36%	95
2025 Q2	$1.27M	Sell	49,223 -484	-1%	-$13.4K	0.45%	75
2025 Q1	$1.51M	Buy	49,707 +9,980	+25%	+$299K	0.57%	57
2024 Q4	$1.22M	Sell	39,727 -13,960	-26%	-$457K	0.47%	73
2024 Q3	$1.91M	Buy	+53,687	New	+$1.85M	0.67%	48
2023 Q2	$1.12M	Buy	31,556 +2,175	+7%	+$83.7K	0.38%	66
2023 Q1	$1.14M	Buy	29,381 +7,574	+35%	+$300K	0.38%	69
2022 Q4	$888K	Buy	+21,807	New	+$828K	0.31%	78
2022 Q3	–	Sell	-5,778	Closed	-$220K	–	166
2022 Q2	$220K	Buy	5,778 +11	+0.2%	+$440	0.09%	158
2022 Q1	$227K	Buy	5,767 +12	+0.2%	+$449	0.08%	159
2021 Q4	$207K	Buy	5,755 +12	+0.2%	+$431	0.07%	177
2021 Q3	$211K	Buy	5,743 +12	+0.2%	+$452	0.08%	164
2021 Q2	$234K	Buy	5,731 +25	+0.4%	+$1.05K	0.09%	158
2021 Q1	$228K	Buy	+5,706	New	+$206K	0.1%	149

Other funds holding KHC

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Hotchkis & Wiley Capital Management

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Nordea Investment Management

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return