Causey Wealth LLC’s Kraft Heinz KHC Stock Holding History

Causey Wealth LLC’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	-8,939	Closed	-$231K	–	67
2025 Q2	$231K	Buy	8,939 +17	+0.2%	+$472	0.12%	62
2025 Q1	$271K	Hold	8,922	–	–	0.15%	56
2024 Q4	$274K	Buy	+8,922	New	+$292K	0.16%	59

Other funds holding KHC

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 $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

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

Causey Wealth LLC's KHC Position: Q3 2025 in Review

Causey Wealth LLC sold out of Kraft Heinz (KHC) in Q3 2025, closing a stake of 8,939 shares — an estimated $231K sold.

Causey Wealth LLC first reported a position in KHC in Q4 2024 and held it in 3 quarters. The position peaked at $274K in Q4 2024. 1,117 funds tracked by Wall St. Rank hold KHC as of Q3 2025.

Causey Wealth LLC reported no remaining Kraft Heinz position as of Q3 2025 after selling out during the quarter.
Causey Wealth LLC sold 8,939 Kraft Heinz shares in Q3 2025, an estimated $231K.
Causey Wealth LLC first reported a position in Kraft Heinz in Q4 2024 and held it in 3 quarters.
Causey Wealth LLC's Kraft Heinz position peaked at $274K in Q4 2024.
1,117 funds tracked by Wall St. Rank held Kraft Heinz as of Q3 2025.

Based on Causey Wealth LLC's 13F filing for Q3 2025, filed 19 May 2026.