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Arete Wealth Advisors’s Kraft Heinz KHC Stock Holding History

Arete Wealth 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
2025
Q2 		– Sell
-7,281
Closed -$222K – 781
2025
Q1 		$222K Sell
7,281
-94
-1% -$2.81K 0.02% 642
2024
Q4 		$226K Buy
7,375
+1,360
+23% +$44.6K 0.02% 658
2024
Q3 		$211K Sell
6,015
-1,187
-16% -$40.8K 0.02% 638
2024
Q2 		$231K Buy
+7,202
New +$257K 0.02% 616
2024
Q1 		– Sell
-7,214
Closed -$267K – 563
2023
Q4 		$267K Buy
7,214
+786
+12% +$26.7K 0.02% 584
2023
Q3 		$216K Buy
+6,428
New +$222K 0.04% 417
2023
Q2 		– Sell
-6,272
Closed -$243K – 715
2023
Q1 		$243K Sell
6,272
-148
-2% -$5.86K 0.02% 533
2022
Q4 		$261K Buy
+6,420
New +$244K 0.02% 493
2019
Q1 		– Sell
-12,612
Closed -$543K – 401
2018
Q4 		$543K Buy
12,612
+101
+0.8% +$5.23K 0.13% 182
2018
Q3 		$690K Buy
+12,511
New +$748K 0.15% 155

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 $3.37T AUM 44.26% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Arete Wealth Advisors's KHC Position: Q2 2025 in Review

Arete Wealth Advisors sold out of Kraft Heinz (KHC) in Q2 2025, closing a stake of 7,281 shares — an estimated $222K sold.

Arete Wealth Advisors first reported a position in KHC in Q3 2018 and held it in 10 quarters. The position peaked at $690K in Q3 2018. 1,103 funds tracked by Wall St. Rank hold KHC as of Q2 2025.

  • Arete Wealth Advisors reported no remaining Kraft Heinz position as of Q2 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 7,281 Kraft Heinz shares in Q2 2025, an estimated $222K.
  • Arete Wealth Advisors first reported a position in Kraft Heinz in Q3 2018 and held it in 10 quarters.
  • Arete Wealth Advisors's Kraft Heinz position peaked at $690K in Q3 2018.
  • 1,103 funds tracked by Wall St. Rank held Kraft Heinz as of Q2 2025.

Based on Arete Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.