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Lloyd Advisory Services’s Kraft Heinz KHC Stock Holding History

Lloyd Advisory Services’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
2026
Q1 		– Sell
-440
Closed -$10.3K – 965
2025
Q4 		$10.7K Buy
+440
New +$10.9K ﹤0.01% 392
2022
Q2 		– Sell
-475
Closed -$19K – 344
2022
Q1 		$19K Buy
475
+5
+1% +$187 0.01% 354
2021
Q4 		$17K Buy
470
+5
+1% +$180 0.01% 303
2021
Q3 		$17K Buy
465
+5
+1% +$188 0.01% 265
2021
Q2 		$19K Buy
460
+5
+1% +$210 0.01% 238
2021
Q1 		$18K Buy
455
+51
+13% +$1.84K 0.01% 219
2020
Q4 		$14K Buy
404
+5
+1% +$162 0.01% 185
2020
Q3 		$12K Buy
399
+5
+1% +$166 0.01% 176
2020
Q2 		$13K Buy
394
+5
+1% +$150 0.01% 175
2020
Q1 		$10K Buy
389
+6
+2% +$165 0.01% 162
2019
Q4 		$12K Buy
+383
New +$11.6K 0.01% 206

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VCM
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State Street
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VPM
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Geode Capital Management
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return