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Heartwood Wealth Advisors’s The Kraft Heinz Company KHC Stock Holding History

Heartwood Wealth Advisors’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
Q4 		– Sell
-12
Closed -$312 – 416
2025
Q3 		$312 Buy
+12
New +$326 ﹤0.01% 618

Other funds holding KHC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Heartwood Wealth Advisors's KHC Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of The Kraft Heinz Company (KHC) in Q4 2025, closing a stake of 12 shares — an estimated $312 sold.

Heartwood Wealth Advisors first reported a position in KHC in Q3 2025 and held it in 1 quarter. The position peaked at $312 in Q3 2025. 1,118 funds tracked by Wall St. Rank hold KHC as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining The Kraft Heinz Company position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 12 The Kraft Heinz Company shares in Q4 2025, an estimated $312.
  • Heartwood Wealth Advisors first reported a position in The Kraft Heinz Company in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's The Kraft Heinz Company position peaked at $312 in Q3 2025.
  • 1,118 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.