Global Financial Private Client’s The Kraft Heinz Company KHC Stock Holding History

Global Financial Private Client’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 Q2	–	Sell	-794	Closed	-$24.2K	–	937
2025 Q1	$24.2K	Buy	794 +60	+8%	+$1.8K	0.01%	422
2024 Q4	$22.5K	Sell	734 -264	-26%	-$8.65K	0.01%	410
2024 Q3	$35K	Hold	998	–	–	0.01%	353
2024 Q2	$32.2K	Hold	998	–	–	0.01%	343
2024 Q1	$37K	Hold	998	–	–	0.02%	331
2023 Q4	$36.9K	Hold	998	–	–	0.02%	323
2023 Q3	$33K	Hold	998	–	–	0.02%	323
2023 Q2	$35.7K	Hold	998	–	–	0.02%	322
2023 Q1	$38.8K	Hold	998	–	–	0.02%	303
2022 Q4	$40.6K	Buy	998 +228	+30%	+$8.66K	0.02%	295
2022 Q3	$26.1K	Hold	770	–	–	0.02%	332
2022 Q2	$29.8K	Hold	770	–	–	0.02%	313
2022 Q1	$30.7K	Hold	770	–	–	0.01%	315
2021 Q4	$27.6K	Hold	770	–	–	0.01%	316
2021 Q3	$28.2K	Hold	770	–	–	0.01%	287
2021 Q2	$31.2K	Hold	770	–	–	0.02%	281
2021 Q1	$30.8K	Hold	770	–	–	0.02%	248
2020 Q4	$26.7K	Sell	770 -200	-21%	-$6.49K	0.02%	242
2020 Q3	$29.5K	Hold	970	–	–	0.03%	229
2020 Q2	$30.7K	Sell	970 -106	-10%	-$3.18K	0.03%	258
2020 Q1	$25.5K	Hold	1,076	–	–	0.03%	279
2019 Q4	$34.6K	Buy	+1,076	New	+$32.6K	0.03%	281

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 $3.37T AUM 44.26% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Global Financial Private Client's KHC Position: Q2 2025 in Review

Global Financial Private Client sold out of The Kraft Heinz Company (KHC) in Q2 2025, closing a stake of 794 shares — an estimated $24.2K sold.

Global Financial Private Client first reported a position in KHC in Q4 2019 and held it in 22 quarters. The position peaked at $40.6K in Q4 2022. 1,103 funds tracked by Wall St. Rank hold KHC as of Q2 2025.

Global Financial Private Client reported no remaining The Kraft Heinz Company position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 794 The Kraft Heinz Company shares in Q2 2025, an estimated $24.2K.
Global Financial Private Client first reported a position in The Kraft Heinz Company in Q4 2019 and held it in 22 quarters.
Global Financial Private Client's The Kraft Heinz Company position peaked at $40.6K in Q4 2022.
1,103 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.