Capital Group Private Client Services’s The Kraft Heinz Company KHC Stock Holding History

Capital Group Private Client Services’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	-9,221	Closed	-$283K	–	280
2024 Q4	$283K	Sell	9,221 -220,157	-96%	-$7.21M	﹤0.01%	264
2024 Q3	$8.05M	Sell	229,378 -6,068	-3%	-$209K	0.08%	164
2024 Q2	$7.59M	Sell	235,446 -9,298	-4%	-$331K	0.08%	157
2024 Q1	$9.03M	Buy	244,744 +5,858	+2%	+$213K	0.09%	148
2023 Q4	$8.83M	Sell	238,886 -29,731	-11%	-$1.01M	0.09%	145
2023 Q3	$9.04M	Sell	268,617 -1,553	-0.6%	-$53.7K	0.11%	135
2023 Q2	$9.59M	Buy	270,170 +907	+0.3%	+$34.9K	0.11%	129
2023 Q1	$10.4M	Sell	269,263 -1,519	-0.6%	-$60.1K	0.13%	126
2022 Q4	$11M	Buy	270,782 +2,350	+0.9%	+$89.2K	0.14%	129
2022 Q3	$8.95M	Buy	+268,432	New	+$9.97M	0.13%	136

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 $3.38T AUM 44.17% 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

Norges Bank Oslo, Norway $1T AUM

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

Capital Group Private Client Services's KHC Position: Q1 2025 in Review

Capital Group Private Client Services sold out of The Kraft Heinz Company (KHC) in Q1 2025, closing a stake of 9,221 shares — an estimated $283K sold.

Capital Group Private Client Services first reported a position in KHC in Q3 2022 and held it in 10 quarters. The position peaked at $11M in Q4 2022. 1,168 funds tracked by Wall St. Rank hold KHC as of Q1 2025.

Capital Group Private Client Services reported no remaining The Kraft Heinz Company position as of Q1 2025 after selling out during the quarter.
Capital Group Private Client Services sold 9,221 The Kraft Heinz Company shares in Q1 2025, an estimated $283K.
Capital Group Private Client Services first reported a position in The Kraft Heinz Company in Q3 2022 and held it in 10 quarters.
Capital Group Private Client Services's The Kraft Heinz Company position peaked at $11M in Q4 2022.
1,168 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q1 2025.

Based on Capital Group Private Client Services's 13F filing for Q1 2025, filed 12 May 2025.