Castleview Partners’s The Kraft Heinz Company KHC Stock Holding History

Castleview 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 Q1	–	Sell	-723	Closed	-$22.2K	–	385
2024 Q4	$22.2K	Buy	723 +5	+0.7%	+$164	0.01%	456
2024 Q3	$25.2K	Buy	718 +5	+0.7%	+$172	0.01%	411
2024 Q2	$23K	Sell	713 -232	-25%	-$8.27K	0.01%	424
2024 Q1	$34.9K	Buy	945 +10	+1%	+$363	0.02%	389
2023 Q4	$34.6K	Buy	+935	New	+$31.8K	0.02%	365
2022 Q3	–	Sell	-3,041	Closed	-$150K	–	686
2022 Q2	$150K	Sell	3,041 -950	-24%	-$38K	0.12%	170
2022 Q1	$157K	Buy	+3,991	New	+$149K	0.1%	193
2021 Q2	$163K	Buy	+3,991	New	+$168K	0.07%	233

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

Norges Bank Oslo, Norway $1T AUM

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

Castleview Partners's KHC Position: Q1 2025 in Review

Castleview Partners sold out of The Kraft Heinz Company (KHC) in Q1 2025, closing a stake of 723 shares — an estimated $22.2K sold.

Castleview Partners first reported a position in KHC in Q2 2021 and held it in 8 quarters. The position peaked at $163K in Q2 2021. 1,167 funds tracked by Wall St. Rank hold KHC as of Q1 2025.

Castleview Partners reported no remaining The Kraft Heinz Company position as of Q1 2025 after selling out during the quarter.
Castleview Partners sold 723 The Kraft Heinz Company shares in Q1 2025, an estimated $22.2K.
Castleview Partners first reported a position in The Kraft Heinz Company in Q2 2021 and held it in 8 quarters.
Castleview Partners's The Kraft Heinz Company position peaked at $163K in Q2 2021.
1,167 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.