Atria Wealth Solutions’s Kraft Heinz KHC Stock Holding History

Atria Wealth Solutions’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	$698K	Sell	26,691 -14,049	-34%	-$390K	0.02%	779
2025 Q1	$1.24M	Sell	40,740 -10,452	-20%	-$313K	0.01%	801
2024 Q4	$1.57M	Sell	51,192 -1,685	-3%	-$55.2K	0.02%	735
2024 Q3	$1.86M	Sell	52,877 -2,462	-4%	-$84.7K	0.02%	670
2024 Q2	$1.78M	Sell	55,339 -17,630	-24%	-$628K	0.02%	665
2024 Q1	$2.71M	Buy	72,969 +5,488	+8%	+$199K	0.03%	528
2023 Q4	$2.5M	Sell	67,481 -2,686	-4%	-$91.3K	0.03%	537
2023 Q3	$2.36M	Sell	70,167 -889	-1%	-$30.7K	0.03%	505
2023 Q2	$2.52M	Buy	71,056 +7,227	+11%	+$278K	0.03%	495
2023 Q1	$2.47M	Buy	63,829 +10,922	+21%	+$432K	0.04%	471
2022 Q4	$2.15M	Buy	52,907 +8,084	+18%	+$307K	0.03%	490
2022 Q3	$1.49M	Buy	44,823 +11,309	+34%	+$420K	0.03%	583
2022 Q2	$1.28M	Sell	33,514 -28,244	-46%	-$1.13M	0.02%	593
2022 Q1	$2.43M	Buy	+61,758	New	+$2.31M	0.04%	430

Other funds holding KHC

Berkshire Hathaway

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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