BSW Wealth Partners’s The Kraft Heinz Company KHC Stock Holding History

BSW Wealth Partners’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	–	Sell	-7,748	Closed	-$236K	–	326
2025 Q1	$236K	Buy	+7,748	New	+$232K	0.04%	267
2023 Q3	–	Sell	-5,925	Closed	-$210K	–	268
2023 Q2	$210K	Buy	5,925 +11	+0.2%	+$423	0.04%	247
2023 Q1	$229K	Buy	5,914 +425	+8%	+$16.8K	0.05%	272
2022 Q4	$223K	Buy	+5,489	New	+$208K	0.05%	258
2022 Q3	–	Sell	-5,830	Closed	-$222K	–	285
2022 Q2	$222K	Sell	5,830 -12	-0.2%	-$481	0.05%	241
2022 Q1	$230K	Buy	+5,842	New	+$219K	0.06%	249

Other funds holding KHC

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

BSW Wealth Partners's KHC Position: Q2 2025 in Review

BSW Wealth Partners sold out of The Kraft Heinz Company (KHC) in Q2 2025, closing a stake of 7,748 shares — an estimated $236K sold.

BSW Wealth Partners first reported a position in KHC in Q1 2022 and held it in 6 quarters. The position peaked at $236K in Q1 2025. 1,103 funds tracked by Wall St. Rank hold KHC as of Q2 2025.

BSW Wealth Partners reported no remaining The Kraft Heinz Company position as of Q2 2025 after selling out during the quarter.
BSW Wealth Partners sold 7,748 The Kraft Heinz Company shares in Q2 2025, an estimated $236K.
BSW Wealth Partners first reported a position in The Kraft Heinz Company in Q1 2022 and held it in 6 quarters.
BSW Wealth Partners's The Kraft Heinz Company position peaked at $236K in Q1 2025.
1,103 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q2 2025.

Based on BSW Wealth Partners's 13F filing for Q2 2025, filed 18 Jul 2025.