Kingswood Wealth Advisors’s The Kraft Heinz Company KHC Stock Holding History

Kingswood Wealth Advisors’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	-6,682	Closed	-$205K	–	780
2024 Q4	$205K	Buy	+6,682	New	+$219K	0.02%	725
2023 Q4	–	Sell	-20,780	Closed	-$699K	–	658
2023 Q3	$699K	Buy	+20,780	New	+$718K	0.12%	194

Other funds holding KHC

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Kingswood Wealth Advisors's KHC Position: Q1 2025 in Review

Kingswood Wealth Advisors sold out of The Kraft Heinz Company (KHC) in Q1 2025, closing a stake of 6,682 shares — an estimated $205K sold.

Kingswood Wealth Advisors first reported a position in KHC in Q3 2023 and held it in 2 quarters. The position peaked at $699K in Q3 2023. 1,168 funds tracked by Wall St. Rank hold KHC as of Q1 2025.

Kingswood Wealth Advisors reported no remaining The Kraft Heinz Company position as of Q1 2025 after selling out during the quarter.
Kingswood Wealth Advisors sold 6,682 The Kraft Heinz Company shares in Q1 2025, an estimated $205K.
Kingswood Wealth Advisors first reported a position in The Kraft Heinz Company in Q3 2023 and held it in 2 quarters.
Kingswood Wealth Advisors's The Kraft Heinz Company position peaked at $699K in Q3 2023.
1,168 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q1 2025.

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