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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 $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

Atria Wealth Solutions's KHC Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Kraft Heinz (KHC) stake by 34% in Q2 2025, selling an estimated $390K and leaving 26,691 shares worth $698K. The position accounts for 0.02% of the portfolio, ranked #779.

Atria Wealth Solutions first reported a position in KHC in Q1 2022 and has held it in 14 quarters since. The position peaked at $2.71M in Q1 2024. 1,103 funds tracked by Wall St. Rank hold KHC as of Q2 2025.

  • Atria Wealth Solutions held 26,691 shares of Kraft Heinz worth $698K as of Q2 2025.
  • Atria Wealth Solutions sold 14,049 Kraft Heinz shares in Q2 2025, an estimated $390K.
  • Kraft Heinz made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #779 holding.
  • Atria Wealth Solutions first reported a position in Kraft Heinz in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Kraft Heinz position peaked at $2.71M in Q1 2024.
  • 1,103 funds tracked by Wall St. Rank held Kraft Heinz as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.