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Beam Wealth Advisors’s Kraft Heinz KHC Stock Holding History

Beam Wealth 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
Q4 		– Sell
-10,951
Closed -$285K – 112
2025
Q3 		$285K Sell
10,951
-465
-4% -$12.6K 0.08% 105
2025
Q2 		$295K Sell
11,416
-150
-1% -$4.16K 0.09% 102
2025
Q1 		$352K Sell
11,566
-560
-5% -$16.8K 0.12% 95
2024
Q4 		$372K Buy
12,126
+35
+0.3% +$1.15K 0.12% 95
2024
Q3 		$425K Sell
12,091
-365
-3% -$12.6K 0.13% 92
2024
Q2 		$401K Buy
+12,456
New +$444K 0.13% 91

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
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
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Beam Wealth Advisors's KHC Position: Q4 2025 in Review

Beam Wealth Advisors sold out of Kraft Heinz (KHC) in Q4 2025, closing a stake of 10,951 shares — an estimated $285K sold.

Beam Wealth Advisors first reported a position in KHC in Q2 2024 and held it in 6 quarters. The position peaked at $425K in Q3 2024. 1,116 funds tracked by Wall St. Rank hold KHC as of Q4 2025.

  • Beam Wealth Advisors reported no remaining Kraft Heinz position as of Q4 2025 after selling out during the quarter.
  • Beam Wealth Advisors sold 10,951 Kraft Heinz shares in Q4 2025, an estimated $285K.
  • Beam Wealth Advisors first reported a position in Kraft Heinz in Q2 2024 and held it in 6 quarters.
  • Beam Wealth Advisors's Kraft Heinz position peaked at $425K in Q3 2024.
  • 1,116 funds tracked by Wall St. Rank held Kraft Heinz as of Q4 2025.

Based on Beam Wealth Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.