Fiduciary Financial Group’s The Kraft Heinz Company KHC Stock Holding History

Fiduciary Financial Group’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	-10,742	Closed	-$306K	–	308
2024 Q4	$306K	Buy	10,742 +803	+8%	+$26.3K	0.07%	187
2024 Q3	$344K	Buy	9,939 +926	+10%	+$31.9K	0.08%	172
2024 Q2	$296K	Buy	+9,013	New	+$321K	0.07%	199

Other funds holding KHC

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Fiduciary Financial Group's KHC Position: Q1 2025 in Review

Fiduciary Financial Group sold out of The Kraft Heinz Company (KHC) in Q1 2025, closing a stake of 10,742 shares — an estimated $306K sold.

Fiduciary Financial Group first reported a position in KHC in Q2 2024 and held it in 3 quarters. The position peaked at $344K in Q3 2024. 1,168 funds tracked by Wall St. Rank hold KHC as of Q1 2025.

Fiduciary Financial Group reported no remaining The Kraft Heinz Company position as of Q1 2025 after selling out during the quarter.
Fiduciary Financial Group sold 10,742 The Kraft Heinz Company shares in Q1 2025, an estimated $306K.
Fiduciary Financial Group first reported a position in The Kraft Heinz Company in Q2 2024 and held it in 3 quarters.
Fiduciary Financial Group's The Kraft Heinz Company position peaked at $344K in Q3 2024.
1,168 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q1 2025.

Based on Fiduciary Financial Group's 13F filing for Q1 2025, filed 15 Apr 2025.