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Dakota Wealth Management’s The Kraft Heinz Company KHC Stock Holding History

Dakota Wealth Management’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
Q4 		– Sell
-9,595
Closed -$250K – 800
2025
Q3 		$250K Sell
9,595
-236
-2% -$6.41K 0.01% 584
2025
Q2 		$254K Sell
9,831
-918
-9% -$25.5K 0.01% 667
2025
Q1 		$327K Sell
10,749
-344
-3% -$10.3K 0.01% 592
2024
Q4 		$341K Sell
11,093
-3,781
-25% -$124K 0.01% 575
2024
Q3 		$522K Buy
14,874
+212
+1% +$7.29K 0.01% 495
2024
Q2 		$472K Sell
14,662
-2,028
-12% -$72.3K 0.01% 518
2024
Q1 		$616K Buy
16,690
+7,326
+78% +$266K 0.02% 472
2023
Q4 		$346K Buy
9,364
+1,186
+15% +$40.3K 0.01% 486
2023
Q3 		$275K Sell
8,178
-1,695
-17% -$58.6K 0.01% 509
2023
Q2 		$351K Sell
9,873
-373
-4% -$14.3K 0.02% 446
2023
Q1 		$396K Buy
10,246
+1,622
+19% +$64.2K 0.03% 410
2022
Q4 		$351K Buy
8,624
+2,011
+30% +$76.4K 0.02% 418
2022
Q3 		$220K Buy
6,613
+452
+7% +$16.8K 0.02% 480
2022
Q2 		$235K Buy
+6,161
New +$247K 0.02% 416
2021
Q1 		– Sell
-12,500
Closed -$433K – 336
2020
Q4 		$433K Sell
12,500
-800
-6% -$26K 0.06% 219
2020
Q3 		$398K Sell
13,300
-42,750
-76% -$1.42M 0.06% 203
2020
Q2 		$1.79M Buy
+56,050
New +$1.68M 0.31% 91

Other funds holding KHC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Dakota Wealth Management's KHC Position: Q4 2025 in Review

Dakota Wealth Management sold out of The Kraft Heinz Company (KHC) in Q4 2025, closing a stake of 9,595 shares — an estimated $250K sold.

Dakota Wealth Management first reported a position in KHC in Q2 2020 and held it in 17 quarters. The position peaked at $1.79M in Q2 2020. 1,118 funds tracked by Wall St. Rank hold KHC as of Q4 2025.

  • Dakota Wealth Management reported no remaining The Kraft Heinz Company position as of Q4 2025 after selling out during the quarter.
  • Dakota Wealth Management sold 9,595 The Kraft Heinz Company shares in Q4 2025, an estimated $250K.
  • Dakota Wealth Management first reported a position in The Kraft Heinz Company in Q2 2020 and held it in 17 quarters.
  • Dakota Wealth Management's The Kraft Heinz Company position peaked at $1.79M in Q2 2020.
  • 1,118 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q4 2025.

Based on Dakota Wealth Management's 13F filing for Q4 2025, filed 13 Jan 2026.