Cadence Bank’s Kraft Heinz KHC Stock Holding History

Cadence Bank’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	-7,608	Closed	-$232K	–	341
2025 Q1	$232K	Sell	7,608 -403	-5%	-$12.1K	0.02%	301
2024 Q4	$246K	Sell	8,011 -1,148	-13%	-$37.6K	0.02%	299
2024 Q3	$322K	Sell	9,159 -100,910	-92%	-$3.47M	0.02%	268
2024 Q2	$3.55M	Buy	110,069 +920	+0.8%	+$32.8K	0.27%	81
2024 Q1	$4.03M	Buy	109,149 +412	+0.4%	+$15K	0.29%	76
2023 Q4	$4.02M	Buy	108,737 +1,158	+1%	+$39.4K	0.33%	70
2023 Q3	$3.62M	Sell	107,579 -3,977	-4%	-$137K	0.32%	68
2023 Q2	$3.96M	Buy	111,556 +2,213	+2%	+$85.1K	0.35%	63
2023 Q1	$4.23M	Buy	109,343 +5,561	+5%	+$220K	0.39%	63
2022 Q4	$4.22M	Buy	103,782 +4,457	+4%	+$169K	0.39%	63
2022 Q3	$3.31M	Buy	99,325 +1,989	+2%	+$73.9K	0.34%	68
2022 Q2	$3.71M	Buy	+97,336	New	+$3.9M	0.53%	49
2019 Q3	–	Sell	-104,559	Closed	-$3.25M	–	228
2019 Q2	$3.25M	Buy	104,559 +8,638	+9%	+$272K	0.31%	58
2019 Q1	$3.13M	Buy	95,921 +5,354	+6%	+$218K	0.32%	52
2018 Q4	$3.9M	Buy	90,567 +38,236	+73%	+$1.98M	0.46%	35
2018 Q3	$2.88M	Sell	52,331 -1,316	-2%	-$78.6K	0.27%	53
2018 Q2	$3.37M	Buy	53,647 +1,464	+3%	+$86.9K	0.31%	49
2018 Q1	$3.25M	Buy	+52,183	New	+$3.74M	0.31%	48

Other funds holding KHC

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hotchkis & Wiley Capital Management

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return