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Heritage Trust’s Kraft Heinz KHC Stock Holding History

Heritage Trust’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
-13,066
Closed -$340K – 302
2025
Q3 		$340K Sell
13,066
-139
-1% -$3.78K 0.04% 251
2025
Q2 		$341K Sell
13,205
-159
-1% -$4.41K 0.04% 250
2025
Q1 		$407K Sell
13,364
-81
-0.6% -$2.42K 0.05% 229
2024
Q4 		$413K Buy
+13,445
New +$441K 0.05% 229
2024
Q2 		$391K Sell
12,148
-90
-0.7% -$3.21K 0.05% 210
2024
Q1 		$452K Sell
12,238
-925
-7% -$33.6K 0.06% 197
2023
Q4 		$487K Sell
13,163
-623
-5% -$21.2K 0.07% 195
2023
Q3 		$464K Sell
13,786
-18
-0.1% -$622 0.07% 184
2023
Q2 		$490K Buy
13,804
+1,459
+12% +$56.1K 0.07% 183
2023
Q1 		$477K Sell
12,345
-13
-0.1% -$515 0.08% 176
2022
Q4 		$503K Buy
12,358
+6
+0% +$228 0.08% 179
2022
Q3 		$412K Buy
12,352
+3
+0% +$111 0.07% 185
2022
Q2 		$471K Sell
12,349
-239
-2% -$9.57K 0.08% 184
2022
Q1 		$496K Sell
12,588
-141
-1% -$5.28K 0.07% 185
2021
Q4 		$457K Sell
12,729
-102
-0.8% -$3.67K 0.06% 187
2021
Q3 		$472K Buy
12,831
+2,818
+28% +$106K 0.07% 182
2021
Q2 		$408K Buy
10,013
+1,550
+18% +$65.2K 0.06% 191
2021
Q1 		$338K Sell
8,463
-130
-2% -$4.68K 0.05% 200
2020
Q4 		$298K Buy
+8,593
New +$279K 0.05% 193
2019
Q1 		– Sell
-245
Closed -$11K – 305
2018
Q4 		$11K Sell
245
-113
-32% -$5.85K ﹤0.01% 302
2018
Q3 		$20K Buy
358
+133
+59% +$7.95K 0.01% 267
2018
Q2 		$14K Hold
225
– – 0.01% 279
2018
Q1 		$14K Hold
225
– – 0.01% 275
2017
Q4 		$17K Hold
225
– – 0.01% 252
2017
Q3 		$17K Hold
225
– – 0.01% 253
2017
Q2 		$19K Buy
+225
New +$20.4K 0.01% 227

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 $3.37T AUM 44.26% 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

Heritage Trust's KHC Position: Q4 2025 in Review

Heritage Trust sold out of Kraft Heinz (KHC) in Q4 2025, closing a stake of 13,066 shares — an estimated $340K sold.

Heritage Trust first reported a position in KHC in Q2 2017 and held it in 26 quarters. The position peaked at $503K in Q4 2022. 1,118 funds tracked by Wall St. Rank hold KHC as of Q4 2025.

  • Heritage Trust reported no remaining Kraft Heinz position as of Q4 2025 after selling out during the quarter.
  • Heritage Trust sold 13,066 Kraft Heinz shares in Q4 2025, an estimated $340K.
  • Heritage Trust first reported a position in Kraft Heinz in Q2 2017 and held it in 26 quarters.
  • Heritage Trust's Kraft Heinz position peaked at $503K in Q4 2022.
  • 1,118 funds tracked by Wall St. Rank held Kraft Heinz as of Q4 2025.

Based on Heritage Trust's 13F filing for Q4 2025, filed 10 Feb 2026.