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Kingswood Wealth Advisors’s Kraft Heinz 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
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

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

Kingswood Wealth Advisors sold out of Kraft Heinz (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. 1,164 funds tracked by Wall St. Rank hold KHC as of Q1 2025.

  • Kingswood Wealth Advisors reported no remaining Kraft Heinz position as of Q1 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 6,682 Kraft Heinz shares in Q1 2025, an estimated $205K.
  • Kingswood Wealth Advisors first reported a position in Kraft Heinz in Q3 2023 and held it in 2 quarters.
  • Kingswood Wealth Advisors's Kraft Heinz position peaked at $699K in Q3 2023.
  • 1,164 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2025.

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