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Daymark Wealth Partners’s The Kraft Heinz Company KHC Stock Holding History

Daymark Wealth Partners’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
-6,690
Closed -$205K – 514
2024
Q4 		$205K Sell
6,690
-1,049
-14% -$34.4K 0.01% 480
2024
Q3 		$272K Sell
7,739
-15,509
-67% -$534K 0.01% 443
2024
Q2 		$749K Sell
23,248
-2,653
-10% -$94.5K 0.03% 275
2024
Q1 		$956K Buy
25,901
+10
+0% +$363 0.05% 204
2023
Q4 		$957K Buy
+25,891
New +$880K 0.06% 192

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Daymark Wealth Partners's KHC Position: Q1 2025 in Review

Daymark Wealth Partners sold out of The Kraft Heinz Company (KHC) in Q1 2025, closing a stake of 6,690 shares — an estimated $205K sold.

Daymark Wealth Partners first reported a position in KHC in Q4 2023 and held it in 5 quarters. The position peaked at $957K in Q4 2023. 1,167 funds tracked by Wall St. Rank hold KHC as of Q1 2025.

  • Daymark Wealth Partners reported no remaining The Kraft Heinz Company position as of Q1 2025 after selling out during the quarter.
  • Daymark Wealth Partners sold 6,690 The Kraft Heinz Company shares in Q1 2025, an estimated $205K.
  • Daymark Wealth Partners first reported a position in The Kraft Heinz Company in Q4 2023 and held it in 5 quarters.
  • Daymark Wealth Partners's The Kraft Heinz Company position peaked at $957K in Q4 2023.
  • 1,167 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q1 2025.

Based on Daymark Wealth Partners's 13F filing for Q1 2025, filed 14 Apr 2025.