Coppell Advisory Solutions’s Kraft Heinz KHC Stock Holding History

Coppell Advisory Solutions’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	-626	Closed	-$19K	–	1154
2024 Q4	$19K	Sell	626 -493	-44%	-$16.2K	﹤0.01%	906
2024 Q3	$39.6K	Buy	1,119 +709	+173%	+$24.4K	0.01%	621
2024 Q2	$13.2K	Buy	+410	New	+$14.6K	﹤0.01%	929
2023 Q4	$333	Buy	+9	New	+$306	﹤0.01%	1556
2023 Q3	–	Sell	-9	Closed	-$315	–	1387
2023 Q2	$315	Buy	+9	New	+$346	﹤0.01%	1280

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

Coppell Advisory Solutions's KHC Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Kraft Heinz (KHC) in Q1 2025, closing a stake of 626 shares — an estimated $19K sold.

Coppell Advisory Solutions first reported a position in KHC in Q2 2023 and held it in 5 quarters. The position peaked at $39.6K in Q3 2024. 1,167 funds tracked by Wall St. Rank hold KHC as of Q1 2025.

Coppell Advisory Solutions reported no remaining Kraft Heinz position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 626 Kraft Heinz shares in Q1 2025, an estimated $19K.
Coppell Advisory Solutions first reported a position in Kraft Heinz in Q2 2023 and held it in 5 quarters.
Coppell Advisory Solutions's Kraft Heinz position peaked at $39.6K in Q3 2024.
1,167 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.