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Lorne Steinberg Wealth Management’s Kraft Heinz KHC Stock Holding History

Lorne Steinberg 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 		– Sell
-108,460
Closed -$2.82M – 75
2025
Q3 		$2.82M Buy
108,460
+640
+0.6% +$17.4K 0.68% 50
2025
Q2 		$2.78M Sell
107,820
-2,185
-2% -$60.6K 0.73% 48
2025
Q1 		$3.35M Buy
110,005
+2,375
+2% +$71.1K 0.98% 46
2024
Q4 		$3.31M Sell
107,630
-685
-0.6% -$22.4K 0.96% 46
2024
Q3 		$3.8M Sell
108,315
-1,335
-1% -$45.9K 1.1% 43
2024
Q2 		$3.53M Buy
109,650
+50
+0% +$1.78K 1.14% 42
2024
Q1 		$4.04M Buy
109,600
+335
+0.3% +$12.2K 1.26% 40
2023
Q4 		$4.04M Buy
109,265
+265
+0.2% +$9.01K 1.36% 39
2023
Q3 		$3.67M Buy
109,000
+445
+0.4% +$15.4K 1.41% 41
2023
Q2 		$3.85M Buy
108,555
+87
+0.1% +$3.35K 1.45% 39
2023
Q1 		$4.19M Buy
108,468
+50,950
+89% +$2.02M 1.68% 31
2022
Q4 		$2.34M Buy
57,518
+255
+0.4% +$9.68K 1.01% 47
2022
Q3 		$1.91M Buy
+57,263
New +$2.13M 0.93% 47

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Lorne Steinberg Wealth Management's KHC Position: Q4 2025 in Review

Lorne Steinberg Wealth Management sold out of Kraft Heinz (KHC) in Q4 2025, closing a stake of 108,460 shares — an estimated $2.82M sold.

Lorne Steinberg Wealth Management first reported a position in KHC in Q3 2022 and held it in 13 quarters. The position peaked at $4.19M in Q1 2023. 1,117 funds tracked by Wall St. Rank hold KHC as of Q4 2025.

  • Lorne Steinberg Wealth Management reported no remaining Kraft Heinz position as of Q4 2025 after selling out during the quarter.
  • Lorne Steinberg Wealth Management sold 108,460 Kraft Heinz shares in Q4 2025, an estimated $2.82M.
  • Lorne Steinberg Wealth Management first reported a position in Kraft Heinz in Q3 2022 and held it in 13 quarters.
  • Lorne Steinberg Wealth Management's Kraft Heinz position peaked at $4.19M in Q1 2023.
  • 1,117 funds tracked by Wall St. Rank held Kraft Heinz as of Q4 2025.

Based on Lorne Steinberg Wealth Management's 13F filing for Q4 2025, filed 27 Jan 2026.