Arkadios Wealth Advisors’s Kraft Heinz KHC Stock Holding History

Arkadios 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
2026 Q1	$1.2M	Sell	53,207 -3,524	-6%	-$82.9K	0.02%	704
2025 Q4	$1.38M	Sell	56,731 -8,034	-12%	-$200K	0.03%	577
2025 Q3	$1.69M	Buy	64,765 +1,021	+2%	+$27.7K	0.04%	452
2025 Q2	$1.65M	Sell	63,744 -9,045	-12%	-$251K	0.05%	397
2025 Q1	$2.21M	Buy	72,789 +46,666	+179%	+$1.4M	0.08%	270
2024 Q4	$802K	Buy	26,123 +4,499	+21%	+$147K	0.04%	390
2024 Q3	$759K	Buy	21,624 +675	+3%	+$23.2K	0.04%	399
2024 Q2	$675K	Buy	20,949 +9,271	+79%	+$330K	0.05%	377
2024 Q1	$431K	Buy	11,678 +4,240	+57%	+$154K	0.03%	419
2023 Q4	$275K	Buy	7,438 +424	+6%	+$14.4K	0.02%	554
2023 Q3	$236K	Buy	+7,014	New	+$242K	0.02%	571
2021 Q4	–	Sell	-3,680	Closed	-$135K	–	1227
2021 Q3	$135K	Sell	3,680 -4,684	-56%	-$176K	0.02%	605
2021 Q2	$341K	Buy	8,364 +4,638	+124%	+$195K	0.04%	418
2021 Q1	$149K	Buy	3,726 +172	+5%	+$6.2K	0.02%	455
2020 Q4	$123K	Buy	3,554 +1,708	+93%	+$55.5K	0.03%	404
2020 Q3	$59.4K	Buy	1,846 +17	+0.9%	+$566	0.03%	375
2020 Q2	$60.9K	Sell	1,829 -19	-1%	-$570	0.03%	340
2020 Q1	$45.7K	Buy	1,848 +719	+64%	+$19.7K	0.03%	354
2019 Q4	$31.3K	Buy	+1,129	New	+$34.2K	0.02%	381

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