KMG Fiduciary Partners’s Kraft Heinz KHC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-69,834
Closed -$1.82M 286
2025
Q3
$1.82M Buy
69,834
+3,002
+4% +$81.6K 0.12% 149
2025
Q2
$1.73M Buy
66,832
+3,690
+6% +$102K 0.13% 148
2025
Q1
$1.92M Buy
63,142
+10,399
+20% +$311K 0.16% 137
2024
Q4
$1.62M Buy
+52,743
New +$1.73M 0.13% 142
2023
Q4
Sell
-8,806
Closed -$296K 239
2023
Q3
$296K Hold
8,806
0.04% 195
2023
Q2
$313K Hold
8,806
0.04% 197
2023
Q1
$341K Buy
8,806
+967
+12% +$38.3K 0.05% 191
2022
Q4
$319K Buy
+7,839
New +$298K 0.05% 197
2019
Q2
Sell
-6,605
Closed -$216K 116
2019
Q1
$216K Buy
+6,605
New +$269K 0.08% 111

Other funds holding KHC