Fiduciary Financial Group’s Kraft Heinz 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 $263B AUM 16.68% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

Fiduciary Financial Group sold out of Kraft Heinz (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. 1,164 funds tracked by Wall St. Rank hold KHC as of Q1 2025.

Fiduciary Financial Group reported no remaining Kraft Heinz position as of Q1 2025 after selling out during the quarter.
Fiduciary Financial Group sold 10,742 Kraft Heinz shares in Q1 2025, an estimated $306K.
Fiduciary Financial Group first reported a position in Kraft Heinz in Q2 2024 and held it in 3 quarters.
Fiduciary Financial Group's Kraft Heinz position peaked at $344K in Q3 2024.
1,164 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2025.

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