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Carson Advisory’s Kraft Heinz KHC Stock Holding History

Carson Advisory’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
Q3 		– Sell
-9,088
Closed -$235K – 177
2025
Q2 		$235K Sell
9,088
-945
-9% -$26.2K 0.15% 153
2025
Q1 		$305K Sell
10,033
-97
-1% -$2.9K 0.21% 113
2024
Q4 		$311K Sell
10,130
-91
-0.9% -$2.98K 0.22% 112
2024
Q3 		$359K Sell
10,221
-93
-0.9% -$3.2K 0.23% 111
2024
Q2 		$332K Sell
10,314
-527
-5% -$18.8K 0.23% 106
2024
Q1 		$400K Sell
10,841
-200
-2% -$7.27K 0.28% 95
2023
Q4 		$408K Buy
11,041
+122
+1% +$4.15K 0.32% 89
2023
Q3 		$367K Sell
10,919
-586
-5% -$20.2K 0.32% 92
2023
Q2 		$408K Sell
11,505
-93
-0.8% -$3.58K 0.35% 85
2023
Q1 		$449K Sell
11,598
-501
-4% -$19.8K 0.4% 76
2022
Q4 		$493K Sell
12,099
-394
-3% -$15K 0.47% 58
2022
Q3 		$417K Buy
12,493
+7
+0.1% +$260 0.46% 62
2022
Q2 		$476K Sell
12,486
-6,444
-34% -$258K 0.53% 57
2022
Q1 		$746K Sell
18,930
-12,944
-41% -$485K 0.74% 37
2021
Q4 		$1.14M Buy
+31,874
New +$1.15M 1.16% 23

Other funds holding KHC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Carson Advisory's KHC Position: Q3 2025 in Review

Carson Advisory sold out of Kraft Heinz (KHC) in Q3 2025, closing a stake of 9,088 shares — an estimated $235K sold.

Carson Advisory first reported a position in KHC in Q4 2021 and held it in 15 quarters. The position peaked at $1.14M in Q4 2021. 1,117 funds tracked by Wall St. Rank hold KHC as of Q3 2025.

  • Carson Advisory reported no remaining Kraft Heinz position as of Q3 2025 after selling out during the quarter.
  • Carson Advisory sold 9,088 Kraft Heinz shares in Q3 2025, an estimated $235K.
  • Carson Advisory first reported a position in Kraft Heinz in Q4 2021 and held it in 15 quarters.
  • Carson Advisory's Kraft Heinz position peaked at $1.14M in Q4 2021.
  • 1,117 funds tracked by Wall St. Rank held Kraft Heinz as of Q3 2025.

Based on Carson Advisory's 13F filing for Q3 2025, filed 6 Nov 2025.