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Causey Wealth LLC’s The Kraft Heinz Company 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

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

Causey Wealth LLC sold out of The Kraft Heinz Company (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. 1,120 funds tracked by Wall St. Rank hold KHC as of Q3 2025.

  • Causey Wealth LLC reported no remaining The Kraft Heinz Company position as of Q3 2025 after selling out during the quarter.
  • Causey Wealth LLC sold 8,939 The Kraft Heinz Company shares in Q3 2025, an estimated $231K.
  • Causey Wealth LLC first reported a position in The Kraft Heinz Company in Q4 2024 and held it in 3 quarters.
  • Causey Wealth LLC's The Kraft Heinz Company position peaked at $274K in Q4 2024.
  • 1,120 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q3 2025.

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