LI
KHC icon

LRI Investments’s Kraft Heinz KHC Stock Holding History

LRI Investments’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
Q2 		$378K Buy
15,986
+11,047
+224% +$255K 0.03% 221
2026
Q1 		$111K Sell
4,939
-1,355
-22% -$31.9K 0.01% 395
2025
Q4 		$153K Sell
6,294
-1,830
-23% -$45.5K 0.01% 342
2025
Q3 		$212K Sell
8,124
-139
-2% -$3.78K 0.02% 279
2025
Q2 		$213K Sell
8,263
-837
-9% -$23.2K 0.02% 274
2025
Q1 		$277K Sell
9,100
-48
-0.5% -$1.44K 0.03% 224
2024
Q4 		$281K Sell
9,148
-8,530
-48% -$280K 0.03% 209
2024
Q3 		$562K Sell
17,678
-700
-4% -$24.1K 0.05% 139
2024
Q2 		$592K Hold
18,378
– – 0.07% 99
2024
Q1 		$678K Buy
+18,378
New +$668K 0.17% 60

Other funds holding KHC

FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
AWS
Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $468M AUM 25.45% 1-Year Est. Return