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GeoWealth Management’s Kraft Heinz KHC Stock Holding History

GeoWealth 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
2025
Q3 		– Sell
-3,888
Closed -$100K – 1016
2025
Q2 		$100K Sell
3,888
-1,214
-24% -$33.7K ﹤0.01% 816
2025
Q1 		$155K Buy
5,102
+691
+16% +$20.7K 0.01% 714
2024
Q4 		$135K Sell
4,411
-1,671
-27% -$54.8K ﹤0.01% 890
2024
Q3 		$214K Sell
6,082
-1,112
-15% -$38.3K 0.01% 699
2024
Q2 		$232K Buy
7,194
+951
+15% +$33.9K 0.01% 647
2024
Q1 		$230K Buy
6,243
+306
+5% +$11.1K 0.01% 636
2023
Q4 		$220K Buy
5,937
+3,958
+200% +$135K 0.02% 482
2023
Q3 		$67K Sell
1,979
-34
-2% -$1.18K 0.01% 370
2023
Q2 		$71K Sell
2,013
-24
-1% -$923 0.01% 308
2023
Q1 		$79K Buy
+2,037
New +$80.7K 0.01% 261

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return