Aptus Capital Advisors’s Kraft Heinz KHC Stock Holding History

Aptus Capital Advisors’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	-8,289	Closed	-$201K	–	1741
2025 Q4	$201K	Sell	8,289 -2,292	-22%	-$57K	﹤0.01%	1035
2025 Q3	$276K	Sell	10,581 -1,906	-15%	-$51.8K	﹤0.01%	868
2025 Q2	$322K	Sell	12,487 -2,228	-15%	-$61.8K	﹤0.01%	802
2025 Q1	$448K	Buy	14,715 +1,681	+13%	+$50.3K	0.01%	667
2024 Q4	$400K	Buy	13,034 +3,922	+43%	+$129K	﹤0.01%	703
2024 Q3	$320K	Sell	9,112 -785	-8%	-$27K	﹤0.01%	647
2024 Q2	$319K	Buy	9,897 +23	+0.2%	+$820	0.01%	608
2024 Q1	$364K	Buy	9,874 +2,915	+42%	+$106K	0.01%	582
2023 Q4	$257K	Buy	6,959 +783	+13%	+$26.6K	0.01%	491
2023 Q3	$208K	Buy	+6,176	New	+$213K	0.01%	561

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