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Institute for Wealth Management’s Kraft Heinz KHC Stock Holding History

Institute for Wealth Management’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
Q1 		– Sell
-7,261
Closed -$223K – 543
2024
Q4 		$223K Buy
7,261
+1,024
+16% +$33.6K 0.03% 466
2024
Q3 		$219K Buy
+6,237
New +$215K 0.03% 501
2023
Q1 		– Sell
-5,851
Closed -$238K – 461
2022
Q4 		$238K Sell
5,851
-157
-3% -$5.96K 0.05% 394
2022
Q3 		$200K Buy
6,008
+3
+0% +$111 0.04% 422
2022
Q2 		$229K Sell
6,005
-278
-4% -$11.1K 0.05% 463
2022
Q1 		$248K Buy
6,283
+5
+0.1% +$187 0.04% 468
2021
Q4 		$225K Buy
6,278
+6
+0.1% +$216 0.04% 444
2021
Q3 		$231K Sell
6,272
-114
-2% -$4.29K 0.04% 436
2021
Q2 		$260K Sell
6,386
-634
-9% -$26.7K 0.05% 407
2021
Q1 		$281K Sell
7,020
-559
-7% -$20.1K 0.05% 373
2020
Q4 		$263K Sell
7,579
-529
-7% -$17.2K 0.05% 376
2020
Q3 		$243K Buy
8,108
+211
+3% +$7.02K 0.06% 360
2020
Q2 		$252K Buy
+7,897
New +$237K 0.06% 353
2018
Q1 		– Sell
-5,967
Closed -$469K – 334
2017
Q4 		$469K Buy
+5,967
New +$469K 0.11% 237
2017
Q3 		– Sell
-7,624
Closed -$654K – 321
2017
Q2 		$654K Buy
+7,624
New +$691K 0.18% 183

Other funds holding KHC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Institute for Wealth Management's KHC Position: Q1 2025 in Review

Institute for Wealth Management sold out of Kraft Heinz (KHC) in Q1 2025, closing a stake of 7,261 shares — an estimated $223K sold.

Institute for Wealth Management first reported a position in KHC in Q2 2017 and held it in 15 quarters. The position peaked at $654K in Q2 2017. 1,164 funds tracked by Wall St. Rank hold KHC as of Q1 2025.

  • Institute for Wealth Management reported no remaining Kraft Heinz position as of Q1 2025 after selling out during the quarter.
  • Institute for Wealth Management sold 7,261 Kraft Heinz shares in Q1 2025, an estimated $223K.
  • Institute for Wealth Management first reported a position in Kraft Heinz in Q2 2017 and held it in 15 quarters.
  • Institute for Wealth Management's Kraft Heinz position peaked at $654K in Q2 2017.
  • 1,164 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2025.

Based on Institute for Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.