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LifePlan Financial’s Kraft Heinz KHC Stock Holding History

LifePlan Financial’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
-11,074
Closed -$288K – 88
2025
Q3 		$288K Sell
11,074
-11,316
-51% -$307K 0.23% 75
2025
Q2 		$578K Sell
22,390
-9,783
-30% -$272K 0.48% 58
2025
Q1 		$979K Sell
32,173
-7,276
-18% -$218K 0.85% 36
2024
Q4 		$1.21M Buy
39,449
+635
+2% +$20.8K 1.07% 26
2024
Q3 		$1.36M Buy
38,814
+2,627
+7% +$90.4K 1.17% 25
2024
Q2 		$1.17M Buy
36,187
+804
+2% +$28.7K 1.07% 26
2024
Q1 		$1.31M Buy
35,383
+1,748
+5% +$63.5K 1.2% 23
2023
Q4 		$1.24M Buy
+33,635
New +$1.14M 1.25% 25

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
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
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

LifePlan Financial's KHC Position: Q4 2025 in Review

LifePlan Financial sold out of Kraft Heinz (KHC) in Q4 2025, closing a stake of 11,074 shares — an estimated $288K sold.

LifePlan Financial first reported a position in KHC in Q4 2023 and held it in 8 quarters. The position peaked at $1.36M in Q3 2024. 1,114 funds tracked by Wall St. Rank hold KHC as of Q4 2025.

  • LifePlan Financial reported no remaining Kraft Heinz position as of Q4 2025 after selling out during the quarter.
  • LifePlan Financial sold 11,074 Kraft Heinz shares in Q4 2025, an estimated $288K.
  • LifePlan Financial first reported a position in Kraft Heinz in Q4 2023 and held it in 8 quarters.
  • LifePlan Financial's Kraft Heinz position peaked at $1.36M in Q3 2024.
  • 1,114 funds tracked by Wall St. Rank held Kraft Heinz as of Q4 2025.

Based on LifePlan Financial's 13F filing for Q4 2025, filed 20 Jan 2026.