Evermay Wealth Management’s Kraft Heinz KHC Stock Holding History

Evermay 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
2026 Q1	$5.96K	Sell	265 -72	-21%	-$1.69K	﹤0.01%	496
2025 Q4	$8.17K	Hold	337	–	–	﹤0.01%	463
2025 Q3	$8.78K	Sell	337 -3	-0.9%	-$82	﹤0.01%	454
2025 Q2	$8.78K	Hold	340	–	–	﹤0.01%	454
2025 Q1	$10.3K	Hold	340	–	–	﹤0.01%	444
2024 Q4	$10.4K	Hold	340	–	–	﹤0.01%	442
2024 Q3	$11.9K	Hold	340	–	–	﹤0.01%	445
2024 Q2	$11K	Sell	340 -1,986	-85%	-$70.8K	﹤0.01%	446
2024 Q1	$85.8K	Buy	2,326 +1,952	+522%	+$70.9K	0.01%	295
2023 Q4	$13.8K	Buy	374 +10	+3%	+$340	﹤0.01%	417
2023 Q3	$12.2K	Hold	364	–	–	﹤0.01%	408
2023 Q2	$12.9K	Hold	364	–	–	﹤0.01%	403
2023 Q1	$14.1K	Hold	364	–	–	﹤0.01%	383
2022 Q4	$14.8K	Hold	364	–	–	﹤0.01%	384
2022 Q3	$12K	Buy	364 +265	+268%	+$9.85K	﹤0.01%	379
2022 Q2	$4K	Hold	99	–	–	﹤0.01%	445
2022 Q1	$4K	Sell	99 -360	-78%	-$13.5K	﹤0.01%	464
2021 Q4	$16K	Sell	459 -131	-22%	-$4.71K	﹤0.01%	372
2021 Q3	$22K	Hold	590	–	–	﹤0.01%	328
2021 Q2	$24K	Buy	+590	New	+$24.8K	﹤0.01%	343

Other funds holding KHC

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Hotchkis & Wiley Capital Management

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Nordea Investment Management

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return