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Aegis Wealth Management (Maryland)’s Kraft Heinz KHC Stock Holding History

Aegis Wealth Management (Maryland)’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
2025
Q1 		– Sell
-7,948
Closed -$244K – 122
2024
Q4 		$244K Buy
+7,948
New +$260K 0.17% 99

Other funds holding KHC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Aegis Wealth Management (Maryland)'s KHC Position: Q1 2025 in Review

Aegis Wealth Management (Maryland) sold out of Kraft Heinz (KHC) in Q1 2025, closing a stake of 7,948 shares — an estimated $244K sold.

Aegis Wealth Management (Maryland) first reported a position in KHC in Q4 2024 and held it in 1 quarter. The position peaked at $244K in Q4 2024. 1,164 funds tracked by Wall St. Rank hold KHC as of Q1 2025.

  • Aegis Wealth Management (Maryland) reported no remaining Kraft Heinz position as of Q1 2025 after selling out during the quarter.
  • Aegis Wealth Management (Maryland) sold 7,948 Kraft Heinz shares in Q1 2025, an estimated $244K.
  • Aegis Wealth Management (Maryland) first reported a position in Kraft Heinz in Q4 2024 and held it in 1 quarter.
  • Aegis Wealth Management (Maryland)'s Kraft Heinz position peaked at $244K in Q4 2024.
  • 1,164 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2025.

Based on Aegis Wealth Management (Maryland)'s 13F filing for Q1 2025, filed 8 May 2025.