Cornerstone Wealth Management’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	$1.01M	Buy	44,991 +12,660	+39%	+$298K	0.05%	313
2025 Q4	$784K	Buy	32,331 +3,863	+14%	+$96.1K	0.04%	330
2025 Q3	$741K	Buy	28,468 +3,870	+16%	+$105K	0.04%	338
2025 Q2	$635K	Buy	24,598 +5,559	+29%	+$154K	0.04%	341
2025 Q1	$579K	Buy	19,039 +7,497	+65%	+$224K	0.04%	335
2024 Q4	$354K	Buy	+11,542	New	+$378K	0.02%	429
2021 Q1	–	Sell	-5,899	Closed	-$204K	–	471
2020 Q4	$204K	Buy	+5,899	New	+$192K	0.03%	395
2019 Q2	–	Sell	-5,683	Closed	-$505K	–	441
2019 Q1	$505K	Buy	+5,683	New	+$232K	0.06%	277
2018 Q4	–	Sell	-305,699	Closed	-$3.96M	–	776
2018 Q3	$3.96M	Buy	305,699 +150,967	+98%	+$9.02M	0.05%	346
2018 Q2	$2.49M	Buy	+154,732	New	+$9.18M	0.03%	467
2018 Q1	–	Sell	-2,944	Closed	-$232K	–	407
2017 Q4	$232K	Sell	2,944 -1,011	-26%	-$79.4K	0.04%	354
2017 Q3	$308K	Sell	3,955 -76	-2%	-$6.36K	0.06%	281
2017 Q2	$334K	Buy	4,031 +1,012	+34%	+$91.8K	0.07%	254
2017 Q1	$275K	Buy	3,019 +402	+15%	+$36.2K	0.07%	264
2016 Q4	$229K	Buy	2,617 +163	+7%	+$13.9K	0.07%	247
2016 Q3	$216K	Buy	+2,454	New	+$217K	0.08%	242