Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Kraft Heinz KHC Stock Holding History

Kovitz Investment Group Partners’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
Q4 		– Sell
-27,651
Closed -$720K – 926
2025
Q3 		$720K Buy
27,651
+13,368
+94% +$363K ﹤0.01% 921
2025
Q2 		$369K Buy
14,283
+378
+3% +$10.5K ﹤0.01% 1079
2025
Q1 		$423K Sell
13,905
-1,353
-9% -$40.5K ﹤0.01% 951
2024
Q4 		$469K Sell
15,258
-96,983
-86% -$3.18M ﹤0.01% 912
2024
Q3 		$3.55M Buy
112,241
+15,747
+16% +$542K 0.03% 396
2024
Q2 		$3.11M Buy
+96,494
New +$3.44M 0.03% 359
2020
Q3 		– Sell
-7,184
Closed -$229K – 413
2020
Q2 		$229K Sell
7,184
-6,370
-47% -$191K 0.01% 360
2020
Q1 		$335K Buy
13,554
+491
+4% +$13.5K 0.01% 320
2019
Q4 		$420K Buy
13,063
+100
+0.8% +$3.03K 0.01% 328
2019
Q3 		$362K Buy
12,963
+148
+1% +$4.26K 0.01% 333
2019
Q2 		$398K Buy
12,815
+78
+0.6% +$2.46K 0.01% 319
2019
Q1 		$415K Buy
+12,737
New +$519K 0.01% 320

Other funds holding KHC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Kovitz Investment Group Partners's KHC Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Kraft Heinz (KHC) in Q4 2025, closing a stake of 27,651 shares — an estimated $720K sold.

Kovitz Investment Group Partners first reported a position in KHC in Q1 2019 and held it in 12 quarters. The position peaked at $3.55M in Q3 2024. 1,116 funds tracked by Wall St. Rank hold KHC as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Kraft Heinz position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 27,651 Kraft Heinz shares in Q4 2025, an estimated $720K.
  • Kovitz Investment Group Partners first reported a position in Kraft Heinz in Q1 2019 and held it in 12 quarters.
  • Kovitz Investment Group Partners's Kraft Heinz position peaked at $3.55M in Q3 2024.
  • 1,116 funds tracked by Wall St. Rank held Kraft Heinz as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.