IEQ Capital’s Kraft Heinz KHC Stock Holding History

IEQ Capital’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	-9,548	Closed	-$247K	–	1972
2025 Q2	$247K	Buy	+9,548	New	+$265K	﹤0.01%	1507
2024 Q4	–	Sell	-39,922	Closed	-$1.4M	–	1393
2024 Q3	$1.4M	Buy	39,922 +14,068	+54%	+$484K	0.02%	451
2024 Q2	$833K	Buy	25,854 +822	+3%	+$29.3K	0.01%	520
2024 Q1	$924K	Buy	25,032 +2,714	+12%	+$98.6K	0.01%	478
2023 Q4	$825K	Sell	22,318 -5,275	-19%	-$179K	0.01%	467
2023 Q3	$928K	Buy	27,593 +5,586	+25%	+$193K	0.02%	419
2023 Q2	$781K	Sell	22,007 -4,928	-18%	-$190K	0.02%	450
2023 Q1	$1.04M	Buy	26,935 +7,841	+41%	+$310K	0.02%	381
2022 Q4	$777K	Buy	19,094 +473	+3%	+$18K	0.02%	408
2022 Q3	$621K	Buy	18,621 +2,842	+18%	+$106K	0.02%	483
2022 Q2	$602K	Buy	15,779 +2,170	+16%	+$86.9K	0.02%	436
2022 Q1	$536K	Buy	13,609 +3,130	+30%	+$117K	0.01%	480
2021 Q4	$376K	Sell	10,479 -276	-3%	-$9.92K	0.01%	536
2021 Q3	$396K	Buy	10,755 +1,164	+12%	+$43.8K	0.01%	497
2021 Q2	$391K	Buy	9,591 +2,215	+30%	+$93.2K	0.01%	404
2021 Q1	$295K	Buy	+7,376	New	+$266K	0.01%	361

Other funds holding KHC

Berkshire Hathaway

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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 $1.02T AUM 30.18% 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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return