Kestra Private Wealth Services’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $863K | Sell |
38,355
-9,010
| -19% | -$212K | 0.01% | 911 |
|
|
2025
Q4 | $1.15M | Sell |
47,365
-42,058
| -47% | -$1.05M | 0.01% | 744 |
|
|
2025
Q3 | $2.33M | Sell |
89,423
-14,985
| -14% | -$407K | 0.03% | 483 |
|
|
2025
Q2 | $2.7M | Sell |
104,408
-858
| -0.8% | -$23.8K | 0.04% | 421 |
|
|
2025
Q1 | $3.2M | Buy |
105,266
+4,582
| +5% | +$137K | 0.05% | 344 |
|
|
2024
Q4 | $3.09M | Buy |
100,684
+35,181
| +54% | +$1.15M | 0.05% | 327 |
|
|
2024
Q3 | $2.3M | Sell |
65,503
-17,953
| -22% | -$618K | 0.04% | 393 |
|
|
2024
Q2 | $2.69M | Buy |
83,456
+6,975
| +9% | +$249K | 0.05% | 321 |
|
|
2024
Q1 | $2.82M | Buy |
76,481
+2,596
| +4% | +$94.3K | 0.06% | 297 |
|
|
2023
Q4 | $2.73M | Sell |
73,885
-2,730
| -4% | -$92.8K | 0.07% | 289 |
|
|
2023
Q3 | $2.58M | Buy |
76,615
+10,621
| +16% | +$367K | 0.08% | 262 |
|
|
2023
Q2 | $2.34M | Buy |
65,994
+1,756
| +3% | +$67.5K | 0.08% | 266 |
|
|
2023
Q1 | $2.48M | Buy |
64,238
+3,349
| +6% | +$133K | 0.1% | 225 |
|
|
2022
Q4 | $2.48M | Buy |
60,889
+44,867
| +280% | +$1.7M | 0.13% | 187 |
|
|
2022
Q3 | $534K | Buy |
16,022
+422
| +3% | +$15.7K | 0.03% | 474 |
|
|
2022
Q2 | $595K | Buy |
15,600
+13
| +0.1% | +$521 | 0.03% | 455 |
|
|
2022
Q1 | $614K | Buy |
15,587
+608
| +4% | +$22.8K | 0.03% | 510 |
|
|
2021
Q4 | $538K | Buy |
14,979
+359
| +2% | +$12.9K | 0.03% | 562 |
|
|
2021
Q3 | $538K | Buy |
14,620
+5,032
| +52% | +$189K | 0.03% | 516 |
|
|
2021
Q2 | $391K | Sell |
9,588
-245
| -2% | -$10.3K | 0.02% | 577 |
|
|
2021
Q1 | $393K | Buy |
9,833
+63
| +0.6% | +$2.27K | 0.03% | 517 |
|
|
2020
Q4 | $339K | Sell |
9,770
-3,875
| -28% | -$126K | 0.03% | 541 |
|
|
2020
Q3 | $409K | Buy |
+13,645
| New | +$454K | 0.04% | 424 |
|
Other funds holding KHC
VCM
VPM
