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Kathleen S. Wright Associates’s Kraft Heinz KHC Stock Holding History

Kathleen S. Wright Associates’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
Q2 		– Sell
-95
Closed -$2.89K – 248
2025
Q1 		$2.89K Hold
95
– – ﹤0.01% 241
2024
Q4 		$2.92K Hold
95
– – ﹤0.01% 244
2024
Q3 		$3.33K Buy
+95
New +$3.27K ﹤0.01% 272

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Kathleen S. Wright Associates's KHC Position: Q2 2025 in Review

Kathleen S. Wright Associates sold out of Kraft Heinz (KHC) in Q2 2025, closing a stake of 95 shares — an estimated $2.89K sold.

Kathleen S. Wright Associates first reported a position in KHC in Q3 2024 and held it in 3 quarters. The position peaked at $3.33K in Q3 2024. 1,102 funds tracked by Wall St. Rank hold KHC as of Q2 2025.

  • Kathleen S. Wright Associates reported no remaining Kraft Heinz position as of Q2 2025 after selling out during the quarter.
  • Kathleen S. Wright Associates sold 95 Kraft Heinz shares in Q2 2025, an estimated $2.89K.
  • Kathleen S. Wright Associates first reported a position in Kraft Heinz in Q3 2024 and held it in 3 quarters.
  • Kathleen S. Wright Associates's Kraft Heinz position peaked at $3.33K in Q3 2024.
  • 1,102 funds tracked by Wall St. Rank held Kraft Heinz as of Q2 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q2 2025, filed 31 Jul 2025.