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Bard Financial Services’s The Kraft Heinz Company KHC Stock Holding History

Bard Financial 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
Q3 		$3.88M Buy
149,075
+44,850
+43% +$1.22M 0.43% 62
2025
Q2 		$2.69M Buy
104,225
+20,500
+24% +$569K 0.32% 74
2025
Q1 		$2.55M Buy
+83,725
New +$2.51M 0.31% 72

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Bard Financial Services's KHC Position: Q3 2025 in Review

Bard Financial Services increased its The Kraft Heinz Company (KHC) stake by 43% in Q3 2025, buying an estimated $1.22M and bringing the position to 149,075 shares worth $3.88M. The position accounts for 0.43% of the portfolio, ranked #62.

Bard Financial Services first reported a position in KHC in Q1 2025 and has held it in 3 quarters since. 1,121 funds tracked by Wall St. Rank hold KHC as of Q3 2025.

  • Bard Financial Services held 149,075 shares of The Kraft Heinz Company worth $3.88M as of Q3 2025.
  • Bard Financial Services bought 44,850 The Kraft Heinz Company shares in Q3 2025, an estimated $1.22M.
  • The Kraft Heinz Company made up 0.43% of Bard Financial Services's portfolio in Q3 2025, its #62 holding.
  • Bard Financial Services first reported a position in The Kraft Heinz Company in Q1 2025 and has held it in 3 quarters since.
  • 1,121 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.