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Lowe Wealth Advisors’s Kraft Heinz KHC Stock Holding History

Lowe Wealth Advisors’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
-131
Closed -$4.02K – 378
2024
Q4 		$4.02K Buy
+131
New +$4.29K ﹤0.01% 294
2016
Q1 		– Sell
-50
Closed -$4K – 227
2015
Q4 		$4K Hold
50
– – ﹤0.01% 168
2015
Q3 		$4K Buy
+50
New +$3.77K ﹤0.01% 167

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Lowe Wealth Advisors's KHC Position: Q1 2025 in Review

Lowe Wealth Advisors sold out of Kraft Heinz (KHC) in Q1 2025, closing a stake of 131 shares — an estimated $4.02K sold.

Lowe Wealth Advisors first reported a position in KHC in Q3 2015 and held it in 3 quarters. The position peaked at $4.02K in Q4 2024. 1,164 funds tracked by Wall St. Rank hold KHC as of Q1 2025.

  • Lowe Wealth Advisors reported no remaining Kraft Heinz position as of Q1 2025 after selling out during the quarter.
  • Lowe Wealth Advisors sold 131 Kraft Heinz shares in Q1 2025, an estimated $4.02K.
  • Lowe Wealth Advisors first reported a position in Kraft Heinz in Q3 2015 and held it in 3 quarters.
  • Lowe Wealth Advisors's Kraft Heinz position peaked at $4.02K in Q4 2024.
  • 1,164 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2025.

Based on Lowe Wealth Advisors's 13F filing for Q1 2025, filed 8 Apr 2025.