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Daymark Wealth Partners’s Kraft Heinz 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 $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

Daymark Wealth Partners sold out of Kraft Heinz (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. 1,164 funds tracked by Wall St. Rank hold KHC as of Q1 2025.

  • Daymark Wealth Partners reported no remaining Kraft Heinz position as of Q1 2025 after selling out during the quarter.
  • Daymark Wealth Partners sold 6,690 Kraft Heinz shares in Q1 2025, an estimated $205K.
  • Daymark Wealth Partners first reported a position in Kraft Heinz in Q4 2023 and held it in 5 quarters.
  • Daymark Wealth Partners's Kraft Heinz position peaked at $957K in Q4 2023.
  • 1,164 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2025.

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