BFWM
KHC icon

Bright Futures Wealth Management’s The Kraft Heinz Company KHC Stock Holding History

Bright Futures Wealth Management’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
Q1 		– Sell
-38,087
Closed -$1.13M – 114
2024
Q4 		$1.13M Buy
38,087
+53
+0.1% +$1.74K 1% 32
2024
Q3 		$1.28M Buy
38,034
+12,587
+49% +$433K 0.62% 47
2024
Q2 		$918K Buy
+25,447
New +$907K 0.5% 55

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Bright Futures Wealth Management's KHC Position: Q1 2025 in Review

Bright Futures Wealth Management sold out of The Kraft Heinz Company (KHC) in Q1 2025, closing a stake of 38,087 shares — an estimated $1.13M sold.

Bright Futures Wealth Management first reported a position in KHC in Q2 2024 and held it in 3 quarters. The position peaked at $1.28M in Q3 2024. 1,167 funds tracked by Wall St. Rank hold KHC as of Q1 2025.

  • Bright Futures Wealth Management reported no remaining The Kraft Heinz Company position as of Q1 2025 after selling out during the quarter.
  • Bright Futures Wealth Management sold 38,087 The Kraft Heinz Company shares in Q1 2025, an estimated $1.13M.
  • Bright Futures Wealth Management first reported a position in The Kraft Heinz Company in Q2 2024 and held it in 3 quarters.
  • Bright Futures Wealth Management's The Kraft Heinz Company position peaked at $1.28M in Q3 2024.
  • 1,167 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q1 2025.

Based on Bright Futures Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.