Legacy Bridge’s Kraft Heinz KHC Stock Holding History

Legacy Bridge’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	-1,200	Closed	-$36.9K	–	322
2024 Q4	$36.9K	Hold	1,200	–	–	0.02%	204
2024 Q3	$42.1K	Hold	1,200	–	–	0.02%	202
2024 Q2	$38.7K	Hold	1,200	–	–	0.02%	194
2024 Q1	$44.3K	Hold	1,200	–	–	0.03%	203
2023 Q4	$44.4K	Hold	1,200	–	–	0.03%	198
2023 Q3	$40.4K	Hold	1,200	–	–	0.03%	196
2023 Q2	$42.6K	Buy	+1,200	New	+$46.2K	0.03%	196
2023 Q1	–	Sell	-67	Closed	-$2.73K	–	303
2022 Q4	$2.73K	Buy	+67	New	+$2.54K	﹤0.01%	297
2020 Q2	–	Sell	-75	Closed	-$2K	–	291
2020 Q1	$2K	Hold	75	–	–	﹤0.01%	278
2019 Q4	$2K	Sell	75 -925	-93%	-$28K	﹤0.01%	278
2019 Q3	$28K	Sell	1,000 -75	-7%	-$2.16K	0.03%	203
2019 Q2	$33K	Hold	1,075	–	–	0.03%	194
2019 Q1	$35K	Hold	1,075	–	–	0.04%	191
2018 Q4	$46K	Buy	+1,075	New	+$55.7K	0.06%	165

Other funds holding KHC

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 Oslo, Norway $935B AUM

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return