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Legacy Wealth Asset Management’s The Kraft Heinz Company KHC Stock Holding History

Legacy Wealth Asset Management’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
Q3 		– Sell
-20,067
Closed -$518K – 372
2025
Q2 		$518K Buy
20,067
+89
+0.4% +$2.47K 0.13% 241
2025
Q1 		$608K Buy
19,978
+318
+2% +$9.52K 0.17% 203
2024
Q4 		$604K Sell
19,660
-417
-2% -$13.7K 0.16% 198
2024
Q3 		$705K Buy
20,077
+71
+0.4% +$2.44K 0.19% 165
2024
Q2 		$645K Sell
20,006
-11,378
-36% -$405K 0.18% 171
2024
Q1 		$1.16M Buy
31,384
+823
+3% +$29.9K 0.32% 78
2023
Q4 		$1.13M Buy
30,561
+177
+0.6% +$6.02K 0.37% 79
2023
Q3 		$1.02M Buy
30,384
+505
+2% +$17.4K 0.38% 83
2023
Q2 		$1.06M Buy
29,879
+3,941
+15% +$152K 0.37% 76
2023
Q1 		$1M Sell
25,938
-37
-0.1% -$1.47K 0.36% 77
2022
Q4 		$1.06M Buy
25,975
+328
+1% +$12.5K 0.4% 73
2022
Q3 		$855K Buy
25,647
+844
+3% +$31.4K 0.37% 82
2022
Q2 		$946K Sell
24,803
-9
-0% -$360 0.38% 81
2022
Q1 		$977K Buy
24,812
+736
+3% +$27.6K 0.35% 104
2021
Q4 		$864K Buy
24,076
+2,596
+12% +$93.3K 0.29% 132
2021
Q3 		$791K Buy
21,480
+541
+3% +$20.4K 0.36% 110
2021
Q2 		$854K Buy
20,939
+240
+1% +$10.1K 0.38% 101
2021
Q1 		$828K Buy
20,699
+450
+2% +$16.2K 0.38% 90
2020
Q4 		$702K Buy
+20,249
New +$657K 0.35% 110

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Legacy Wealth Asset Management's KHC Position: Q3 2025 in Review

Legacy Wealth Asset Management sold out of The Kraft Heinz Company (KHC) in Q3 2025, closing a stake of 20,067 shares — an estimated $518K sold.

Legacy Wealth Asset Management first reported a position in KHC in Q4 2020 and held it in 19 quarters. The position peaked at $1.16M in Q1 2024. 1,120 funds tracked by Wall St. Rank hold KHC as of Q3 2025.

  • Legacy Wealth Asset Management reported no remaining The Kraft Heinz Company position as of Q3 2025 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 20,067 The Kraft Heinz Company shares in Q3 2025, an estimated $518K.
  • Legacy Wealth Asset Management first reported a position in The Kraft Heinz Company in Q4 2020 and held it in 19 quarters.
  • Legacy Wealth Asset Management's The Kraft Heinz Company position peaked at $1.16M in Q1 2024.
  • 1,120 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q3 2025.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2025, filed 14 Oct 2025.