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Bogart Wealth LLC’s Kraft Heinz KHC Stock Holding History

Bogart Wealth LLC’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
2026
Q1 		$32.6K Buy
1,449
+74
+5% +$1.74K ﹤0.01% 604
2025
Q4 		$33.4K Buy
1,375
+2
+0.1% +$50 ﹤0.01% 571
2025
Q3 		$35.8K Sell
1,373
-1,977
-59% -$53.7K ﹤0.01% 526
2025
Q2 		$86.5K Buy
3,350
+6
+0.2% +$167 ﹤0.01% 341
2025
Q1 		$102K Buy
3,344
+1,914
+134% +$57.3K ﹤0.01% 311
2024
Q4 		$43.9K Sell
1,430
-27
-2% -$885 ﹤0.01% 432
2024
Q3 		$51.2K Buy
1,457
+112
+8% +$3.85K ﹤0.01% 407
2024
Q2 		$43.3K Sell
1,345
-138
-9% -$4.92K ﹤0.01% 431
2024
Q1 		$54.7K Buy
1,483
+631
+74% +$22.9K ﹤0.01% 366
2023
Q4 		$31.5K Buy
852
+100
+13% +$3.4K ﹤0.01% 436
2023
Q3 		$25.3K Sell
752
-58
-7% -$2K ﹤0.01% 438
2023
Q2 		$28.8K Sell
810
-123
-13% -$4.73K ﹤0.01% 404
2023
Q1 		$36.1K Sell
933
-1
-0.1% -$40 ﹤0.01% 375
2022
Q4 		$38K Hold
934
– – ﹤0.01% 336
2022
Q3 		$31K Buy
934
+82
+10% +$3.05K ﹤0.01% 371
2022
Q2 		$33K Buy
852
+511
+150% +$20.5K ﹤0.01% 353
2022
Q1 		$13K Buy
341
+324
+1,906% +$12.1K ﹤0.01% 453
2021
Q4 		$1K Hold
17
– – ﹤0.01% 714
2021
Q3 		$1K Buy
+17
New +$640 ﹤0.01% 689
2018
Q3 		– Sell
-29
Closed -$1K – 342
2018
Q2 		$1K Buy
+29
New +$1.72K ﹤0.01% 331

Other funds holding KHC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return