Litman Gregory Wealth Management’s The Kraft Heinz Company KHC Stock Holding History

Litman Gregory Wealth 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 Q4	$84.9K	Buy	+3,500	New	+$87.1K	0.01%	192
2025 Q2	–	Sell	-6,750	Closed	-$205K	–	140
2025 Q1	$205K	Hold	6,750	–	–	0.02%	135
2024 Q4	$207K	Hold	6,750	–	–	0.02%	130
2024 Q3	$237K	Sell	6,750 -3,000	-31%	-$103K	0.02%	126
2024 Q2	$314K	Buy	9,750 +500	+5%	+$17.8K	0.03%	109
2024 Q1	$341K	Sell	9,250 -750	-8%	-$27.2K	0.03%	106
2023 Q4	$370K	Buy	10,000 +1,453	+17%	+$49.4K	0.04%	97
2023 Q3	$288K	Buy	+8,547	New	+$295K	0.03%	105
2019 Q4	–	Sell	-160	Closed	-$4K	–	238
2019 Q3	$4K	Sell	160 -22	-12%	-$633	﹤0.01%	159
2019 Q2	$6K	Buy	182 +44	+32%	+$1.39K	﹤0.01%	166
2019 Q1	$5K	Hold	138	–	–	﹤0.01%	122
2018 Q4	$6K	Buy	+138	New	+$7.15K	﹤0.01%	125

Other funds holding KHC

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Litman Gregory Wealth Management's KHC Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in The Kraft Heinz Company (KHC) in Q4 2025: 3,500 shares worth $84.9K. The stake represents 0.01% of the portfolio and ranks #192 among its holdings. This is a return to the name: Litman Gregory Wealth Management previously reported a position in KHC as recently as Q1 2025.

Litman Gregory Wealth Management first reported a position in KHC in Q4 2018 and has held it in 12 quarters since. The position peaked at $370K in Q4 2023. 1,118 funds tracked by Wall St. Rank hold KHC as of Q4 2025.

Litman Gregory Wealth Management held 3,500 shares of The Kraft Heinz Company worth $84.9K as of Q4 2025.
The Kraft Heinz Company was a new Litman Gregory Wealth Management position in Q4 2025.
The Kraft Heinz Company made up 0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #192 holding.
Litman Gregory Wealth Management first reported a position in The Kraft Heinz Company in Q4 2018 and has held it in 12 quarters since.
Litman Gregory Wealth Management's The Kraft Heinz Company position peaked at $370K in Q4 2023.
1,118 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.