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AssuredPartners Investment Advisors’s Kraft Heinz KHC Stock Holding History

AssuredPartners Investment 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
-12,879
Closed -$392K – 297
2025
Q1 		$392K Buy
12,879
+5,360
+71% +$160K 0.08% 233
2024
Q4 		$231K Buy
+7,519
New +$246K 0.05% 302

Other funds holding KHC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

AssuredPartners Investment Advisors's KHC Position: Q2 2025 in Review

AssuredPartners Investment Advisors sold out of Kraft Heinz (KHC) in Q2 2025, closing a stake of 12,879 shares — an estimated $392K sold.

AssuredPartners Investment Advisors first reported a position in KHC in Q4 2024 and held it in 2 quarters. The position peaked at $392K in Q1 2025. 1,101 funds tracked by Wall St. Rank hold KHC as of Q2 2025.

  • AssuredPartners Investment Advisors reported no remaining Kraft Heinz position as of Q2 2025 after selling out during the quarter.
  • AssuredPartners Investment Advisors sold 12,879 Kraft Heinz shares in Q2 2025, an estimated $392K.
  • AssuredPartners Investment Advisors first reported a position in Kraft Heinz in Q4 2024 and held it in 2 quarters.
  • AssuredPartners Investment Advisors's Kraft Heinz position peaked at $392K in Q1 2025.
  • 1,101 funds tracked by Wall St. Rank held Kraft Heinz as of Q2 2025.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.