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Aegis Wealth Management (Maryland)’s The Kraft Heinz Company 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 $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

Aegis Wealth Management (Maryland) sold out of The Kraft Heinz Company (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. 1,168 funds tracked by Wall St. Rank hold KHC as of Q1 2025.

  • Aegis Wealth Management (Maryland) reported no remaining The Kraft Heinz Company position as of Q1 2025 after selling out during the quarter.
  • Aegis Wealth Management (Maryland) sold 7,948 The Kraft Heinz Company shares in Q1 2025, an estimated $244K.
  • Aegis Wealth Management (Maryland) first reported a position in The Kraft Heinz Company in Q4 2024 and held it in 1 quarter.
  • Aegis Wealth Management (Maryland)'s The Kraft Heinz Company position peaked at $244K in Q4 2024.
  • 1,168 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q1 2025.

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