IAG Wealth Partners’s Kraft Heinz KHC Stock Holding History

IAG Wealth Partners’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
2026 Q1	$922	Hold	41	–	–	﹤0.01%	488
2025 Q4	$994	Buy	41 +8	+24%	+$199	﹤0.01%	465
2025 Q3	$859	Sell	33 -67	-67%	-$1.82K	﹤0.01%	488
2025 Q2	$2.58K	Buy	100 +51	+104%	+$1.42K	﹤0.01%	433
2025 Q1	$1.49K	Buy	49 +16	+48%	+$479	﹤0.01%	453
2024 Q4	$1.01K	Sell	33 -13	-28%	-$426	﹤0.01%	484
2024 Q3	$1.61K	Buy	+46	New	+$1.58K	﹤0.01%	451
2022 Q1	–	Hold	0	–	–	–	457
2021 Q4	–	Sell	-527	Closed	-$18.9K	–	415
2021 Q3	$20K	Buy	+527	New	+$19.8K	0.01%	200
2021 Q1	–	Sell	-230	Closed	-$8K	–	378
2020 Q4	$8K	Buy	230 +2	+0.9%	+$65	﹤0.01%	265
2020 Q3	$7K	Buy	228 +3	+1%	+$100	﹤0.01%	262
2020 Q2	$8K	Buy	225 +3	+1%	+$90	﹤0.01%	250
2020 Q1	$6K	Buy	222 +4	+2%	+$110	﹤0.01%	261
2019 Q4	$7K	Buy	+218	New	+$6.6K	﹤0.01%	286

Other funds holding KHC

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 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