Clearstead Advisors’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $908K | Buy |
40,384
+1,015
| +3% | +$23.9K | 0.01% | 546 |
|
|
2025
Q4 | $955K | Sell |
39,369
-4,711
| -11% | -$117K | 0.01% | 488 |
|
|
2025
Q3 | $1.15M | Sell |
44,080
-421
| -0.9% | -$11.4K | 0.02% | 425 |
|
|
2025
Q2 | $1.15M | Buy |
44,501
+14,117
| +46% | +$392K | 0.02% | 410 |
|
|
2025
Q1 | $925K | Buy |
30,384
+1,871
| +7% | +$56K | 0.01% | 433 |
|
|
2024
Q4 | $876K | Sell |
28,513
-896
| -3% | -$29.4K | 0.01% | 438 |
|
|
2024
Q3 | $1.03M | Sell |
29,409
-875
| -3% | -$30.1K | 0.02% | 414 |
|
|
2024
Q2 | $976K | Buy |
30,284
+28,119
| +1,299% | +$1M | 0.02% | 401 |
|
|
2024
Q1 | $79K | Buy |
2,165
+619
| +40% | +$22.5K | ﹤0.01% | 652 |
|
|
2023
Q4 | $57.2K | Sell |
1,546
-798
| -34% | -$27.1K | ﹤0.01% | 706 |
|
|
2023
Q3 | $78.9K | Buy |
2,344
+795
| +51% | +$27.5K | ﹤0.01% | 792 |
|
|
2023
Q2 | $55K | Sell |
1,549
-133
| -8% | -$5.12K | ﹤0.01% | 716 |
|
|
2023
Q1 | $65K | Buy |
1,682
+16
| +1% | +$634 | ﹤0.01% | 607 |
|
|
2022
Q4 | $67.8K | Sell |
1,666
-156
| -9% | -$5.92K | 0.01% | 575 |
|
|
2022
Q3 | $61K | Buy |
1,822
+510
| +39% | +$18.9K | 0.01% | 574 |
|
|
2022
Q2 | $50K | Buy |
1,312
+27
| +2% | +$1.08K | ﹤0.01% | 621 |
|
|
2022
Q1 | $51K | Buy |
1,285
+113
| +10% | +$4.23K | ﹤0.01% | 677 |
|
|
2021
Q4 | $42K | Sell |
1,172
-287
| -20% | -$10.3K | ﹤0.01% | 685 |
|
|
2021
Q3 | $54K | Buy |
1,459
+247
| +20% | +$9.3K | ﹤0.01% | 603 |
|
|
2021
Q2 | $49K | Sell |
1,212
-33
| -3% | -$1.39K | ﹤0.01% | 559 |
|
|
2021
Q1 | $50K | Buy |
1,245
+73
| +6% | +$2.63K | ﹤0.01% | 545 |
|
|
2020
Q4 | $41K | Hold |
1,172
| – | – | ﹤0.01% | 536 |
|
|
2020
Q3 | $35K | Hold |
1,172
| – | – | ﹤0.01% | 515 |
|
|
2020
Q2 | $37K | Hold |
1,172
| – | – | ﹤0.01% | 464 |
|
|
2020
Q1 | $29K | Buy |
+1,172
| New | +$32.1K | ﹤0.01% | 466 |
|
Other funds holding KHC
VCM
VPM
