AAS
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Avantax Advisory Services’s Kraft Heinz KHC Stock Holding History

Avantax Advisory Services’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 		$938K Buy
36,337
+5,864
+19% +$163K 0.01% 1211
2025
Q1 		$927K Buy
30,473
+1,268
+4% +$37.9K 0.01% 1134
2024
Q4 		$897K Sell
29,205
-1,551
-5% -$50.8K 0.01% 1092
2024
Q3 		$1.08M Buy
30,756
+215
+0.7% +$7.4K 0.01% 976
2024
Q2 		$984K Sell
30,541
-49
-0.2% -$1.75K 0.01% 986
2024
Q1 		$1.13M Sell
30,590
-125
-0.4% -$4.54K 0.01% 704
2023
Q4 		$1.14M Sell
30,715
-1,104
-3% -$37.5K 0.01% 667
2023
Q3 		$1.07M Buy
31,819
+994
+3% +$34.3K 0.01% 663
2023
Q2 		$1.09M Buy
30,825
+1,680
+6% +$64.6K 0.01% 650
2023
Q1 		$1.13M Buy
29,145
+1,599
+6% +$63.3K 0.01% 624
2022
Q4 		$1.12M Buy
27,546
+1,280
+5% +$48.6K 0.02% 602
2022
Q3 		$876K Sell
26,266
-2,017
-7% -$74.9K 0.01% 599
2022
Q2 		$1.08M Buy
28,283
+5,525
+24% +$221K 0.02% 527
2022
Q1 		$893K Buy
22,758
+1,230
+6% +$46.1K 0.01% 581
2021
Q4 		$773K Sell
21,528
-1,095
-5% -$39.4K 0.01% 605
2021
Q3 		$835K Sell
22,623
-1,234
-5% -$46.5K 0.01% 543
2021
Q2 		$968K Buy
23,857
+1,838
+8% +$77.4K 0.02% 483
2021
Q1 		$879K Buy
22,019
+2,833
+15% +$102K 0.02% 460
2020
Q4 		$664K Sell
19,186
-37,636
-66% -$1.22M 0.02% 472
2020
Q3 		$1.69M Buy
56,822
+37,839
+199% +$1.26M 0.03% 398
2020
Q2 		$604K Sell
18,983
-4,036
-18% -$121K 0.02% 438
2020
Q1 		$573K Buy
23,019
+2,174
+10% +$59.6K 0.02% 412
2019
Q4 		$666K Buy
20,845
+9,101
+77% +$276K 0.02% 410
2019
Q3 		$330K Sell
11,744
-4,817
-29% -$139K 0.01% 418
2019
Q2 		$514K Buy
16,561
+2,267
+16% +$71.5K 0.02% 291
2019
Q1 		$467K Buy
14,294
+2,397
+20% +$97.7K 0.02% 284
2018
Q4 		$511K Buy
+11,897
New +$616K 0.09% 222

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

Avantax Advisory Services's KHC Position: Q2 2025 in Review

Avantax Advisory Services increased its Kraft Heinz (KHC) stake by 19% in Q2 2025, buying an estimated $163K and bringing the position to 36,337 shares worth $938K. The position accounts for 0.01% of the portfolio, ranked #1211.

Avantax Advisory Services first reported a position in KHC in Q4 2018 and has held it in 27 quarters since. The position peaked at $1.69M in Q3 2020. 1,101 funds tracked by Wall St. Rank hold KHC as of Q2 2025.

  • Avantax Advisory Services held 36,337 shares of Kraft Heinz worth $938K as of Q2 2025.
  • Avantax Advisory Services bought 5,864 Kraft Heinz shares in Q2 2025, an estimated $163K.
  • Kraft Heinz made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1211 holding.
  • Avantax Advisory Services first reported a position in Kraft Heinz in Q4 2018 and has held it in 27 quarters since.
  • Avantax Advisory Services's Kraft Heinz position peaked at $1.69M in Q3 2020.
  • 1,101 funds tracked by Wall St. Rank held Kraft Heinz as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.