Kovitz Investment Group Partners’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $369K | Buy |
14,283
+378
| +3% | +$9.76K | ﹤0.01% | 1076 |
|
|
2025
Q1 | $423K | Sell |
13,905
-1,353
| -9% | -$41.2K | ﹤0.01% | 945 |
|
|
2024
Q4 | $469K | Sell |
15,258
-96,983
| -86% | -$2.98M | ﹤0.01% | 907 |
|
|
2024
Q3 | $3.55M | Buy |
112,241
+15,747
| +16% | +$498K | 0.03% | 395 |
|
|
2024
Q2 | $3.11M | Buy |
+96,494
| New | +$3.11M | 0.03% | 357 |
|
|
2020
Q3 | – | Sell |
-7,184
| Closed | -$229K | – | 396 |
|
|
2020
Q2 | $229K | Sell |
7,184
-6,370
| -47% | -$203K | 0.01% | 350 |
|
|
2020
Q1 | $335K | Buy |
13,554
+491
| +4% | +$12.1K | 0.01% | 317 |
|
|
2019
Q4 | $420K | Buy |
13,063
+100
| +0.8% | +$3.22K | 0.01% | 326 |
|
|
2019
Q3 | $362K | Buy |
12,963
+148
| +1% | +$4.13K | 0.01% | 331 |
|
|
2019
Q2 | $398K | Buy |
12,815
+78
| +0.6% | +$2.42K | 0.01% | 317 |
|
|
2019
Q1 | $415K | Buy |
+12,737
| New | +$415K | 0.01% | 318 |
|