Alteri Wealth’s Kraft Heinz KHC Stock Holding History

Alteri Wealth’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	-9,041	Closed	-$278K	–	263
2024 Q4	$278K	Buy	+9,041	New	+$296K	0.08%	192

Other funds holding KHC

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Alteri Wealth's KHC Position: Q1 2025 in Review

Alteri Wealth sold out of Kraft Heinz (KHC) in Q1 2025, closing a stake of 9,041 shares — an estimated $278K sold.

Alteri Wealth first reported a position in KHC in Q4 2024 and held it in 1 quarter. The position peaked at $278K in Q4 2024. 1,164 funds tracked by Wall St. Rank hold KHC as of Q1 2025.

Alteri Wealth reported no remaining Kraft Heinz position as of Q1 2025 after selling out during the quarter.
Alteri Wealth sold 9,041 Kraft Heinz shares in Q1 2025, an estimated $278K.
Alteri Wealth first reported a position in Kraft Heinz in Q4 2024 and held it in 1 quarter.
Alteri Wealth's Kraft Heinz position peaked at $278K in Q4 2024.
1,164 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2025.

Based on Alteri Wealth's 13F filing for Q1 2025, filed 7 May 2025.