GeoWealth Management’s The Kraft Heinz Company 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 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

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

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

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

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

GeoWealth Management's KHC Position: Q3 2025 in Review

GeoWealth Management sold out of The Kraft Heinz Company (KHC) in Q3 2025, closing a stake of 3,888 shares — an estimated $100K sold.

GeoWealth Management first reported a position in KHC in Q1 2023 and held it in 10 quarters. The position peaked at $232K in Q2 2024. 1,120 funds tracked by Wall St. Rank hold KHC as of Q3 2025.

GeoWealth Management reported no remaining The Kraft Heinz Company position as of Q3 2025 after selling out during the quarter.
GeoWealth Management sold 3,888 The Kraft Heinz Company shares in Q3 2025, an estimated $100K.
GeoWealth Management first reported a position in The Kraft Heinz Company in Q1 2023 and held it in 10 quarters.
GeoWealth Management's The Kraft Heinz Company position peaked at $232K in Q2 2024.
1,120 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.