LMG Wealth Partners’s Kraft Heinz KHC Stock Holding History

LMG Wealth Partners’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	-37,040	Closed	-$1.14M	–	135
2024 Q4	$1.14M	Buy	37,040 +498	+1%	+$16.3K	0.25%	86
2024 Q3	$1.28M	Buy	36,542 +4,025	+12%	+$138K	0.29%	81
2024 Q2	$1.05M	Buy	+32,517	New	+$1.16M	0.26%	81

Other funds holding KHC

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

LMG Wealth Partners's KHC Position: Q1 2025 in Review

LMG Wealth Partners sold out of Kraft Heinz (KHC) in Q1 2025, closing a stake of 37,040 shares — an estimated $1.14M sold.

LMG Wealth Partners first reported a position in KHC in Q2 2024 and held it in 3 quarters. The position peaked at $1.28M in Q3 2024. 1,166 funds tracked by Wall St. Rank hold KHC as of Q1 2025.

LMG Wealth Partners reported no remaining Kraft Heinz position as of Q1 2025 after selling out during the quarter.
LMG Wealth Partners sold 37,040 Kraft Heinz shares in Q1 2025, an estimated $1.14M.
LMG Wealth Partners first reported a position in Kraft Heinz in Q2 2024 and held it in 3 quarters.
LMG Wealth Partners's Kraft Heinz position peaked at $1.28M in Q3 2024.
1,166 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2025.

Based on LMG Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.