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Kovack Advisors’s Kraft Heinz KHC Stock Holding History

Kovack 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
-6,889
Closed -$212K – 610
2024
Q4 		$212K Buy
6,889
+990
+17% +$32.4K 0.02% 554
2024
Q3 		$207K Sell
5,899
-615
-9% -$21.2K 0.02% 536
2024
Q2 		$210K Sell
6,514
-1,979
-23% -$70.5K 0.02% 517
2024
Q1 		$313K Buy
8,493
+1,381
+19% +$50.2K 0.04% 336
2023
Q4 		$263K Sell
7,112
-751
-10% -$25.5K 0.03% 452
2023
Q3 		$265K Buy
7,863
+804
+11% +$27.8K 0.04% 424
2023
Q2 		$251K Buy
7,059
+704
+11% +$27.1K 0.03% 457
2023
Q1 		$246K Buy
+6,355
New +$252K 0.03% 461
2022
Q1 		– Sell
-6,003
Closed -$216K – 776
2021
Q4 		$216K Buy
+6,003
New +$216K 0.02% 640
2021
Q2 		– Sell
-5,037
Closed -$201K – 721
2021
Q1 		$201K Buy
+5,037
New +$181K 0.03% 584
2019
Q2 		– Sell
-7,362
Closed -$240K – 496
2019
Q1 		$240K Buy
7,362
+2,227
+43% +$90.7K 0.06% 337
2018
Q4 		$221K Buy
5,135
+149
+3% +$7.72K 0.06% 323
2018
Q3 		$275K Sell
4,986
-1,789
-26% -$107K 0.07% 311
2018
Q2 		$426K Buy
6,775
+2,208
+48% +$131K 0.12% 202
2018
Q1 		$284K Sell
4,567
-319
-7% -$22.8K 0.07% 331
2017
Q4 		$380K Sell
4,886
-761
-13% -$59.8K 0.1% 245
2017
Q3 		$438K Sell
5,647
-160
-3% -$13.4K 0.15% 168
2017
Q2 		$497K Buy
5,807
+1,414
+32% +$128K 0.16% 160
2017
Q1 		$399K Buy
4,393
+676
+18% +$60.9K 0.16% 156
2016
Q4 		$325K Buy
3,717
+733
+25% +$62.7K 0.15% 150
2016
Q3 		$267K Sell
2,984
-460
-13% -$40.7K 0.13% 181
2016
Q2 		$305K Buy
3,444
+850
+33% +$69.9K 0.16% 153
2016
Q1 		$204K Sell
2,594
-250
-9% -$18.7K 0.13% 202
2015
Q4 		$207K Buy
+2,844
New +$210K 0.14% 180

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

Kovack Advisors's KHC Position: Q1 2025 in Review

Kovack Advisors sold out of Kraft Heinz (KHC) in Q1 2025, closing a stake of 6,889 shares — an estimated $212K sold.

Kovack Advisors first reported a position in KHC in Q4 2015 and held it in 24 quarters. The position peaked at $497K in Q2 2017. 1,164 funds tracked by Wall St. Rank hold KHC as of Q1 2025.

  • Kovack Advisors reported no remaining Kraft Heinz position as of Q1 2025 after selling out during the quarter.
  • Kovack Advisors sold 6,889 Kraft Heinz shares in Q1 2025, an estimated $212K.
  • Kovack Advisors first reported a position in Kraft Heinz in Q4 2015 and held it in 24 quarters.
  • Kovack Advisors's Kraft Heinz position peaked at $497K in Q2 2017.
  • 1,164 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2025.

Based on Kovack Advisors's 13F filing for Q1 2025, filed 6 May 2025.