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CarsonAllaria Wealth Management’s Kraft Heinz KHC Stock Holding History

CarsonAllaria 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
Q3 		– Sell
-629
Closed -$16.3K – 215
2025
Q2 		$16.3K Hold
629
– – 0.01% 214
2025
Q1 		$19.2K Hold
629
– – 0.01% 197
2024
Q4 		$19.3K Hold
629
– – 0.01% 199
2024
Q3 		$22.1K Hold
629
– – 0.01% 197
2024
Q2 		$20.3K Buy
+629
New +$22.4K 0.01% 193

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

CarsonAllaria Wealth Management's KHC Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of Kraft Heinz (KHC) in Q3 2025, closing a stake of 629 shares — an estimated $16.3K sold.

CarsonAllaria Wealth Management first reported a position in KHC in Q2 2024 and held it in 5 quarters. The position peaked at $22.1K in Q3 2024. 1,117 funds tracked by Wall St. Rank hold KHC as of Q3 2025.

  • CarsonAllaria Wealth Management reported no remaining Kraft Heinz position as of Q3 2025 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 629 Kraft Heinz shares in Q3 2025, an estimated $16.3K.
  • CarsonAllaria Wealth Management first reported a position in Kraft Heinz in Q2 2024 and held it in 5 quarters.
  • CarsonAllaria Wealth Management's Kraft Heinz position peaked at $22.1K in Q3 2024.
  • 1,117 funds tracked by Wall St. Rank held Kraft Heinz as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.