MFA
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McClarren Financial Advisors’s Kraft Heinz KHC Stock Holding History

McClarren Financial 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
Q2 		– Sell
-30
Closed – – 193
2025
Q1 		$0 Buy
+30
New +$898 ﹤0.01% 330
2024
Q3 		– Sell
-32
Closed -$1K – 302
2024
Q2 		$1K Sell
32
-19
-37% -$677 ﹤0.01% 292
2024
Q1 		$2K Buy
51
+1
+2% +$36 ﹤0.01% 279
2023
Q4 		$2K Hold
50
– – ﹤0.01% 321
2023
Q3 		$1K Hold
50
– – ﹤0.01% 307
2023
Q2 		$1K Buy
50
+1
+2% +$38 ﹤0.01% 314
2023
Q1 		$1K Hold
49
– – ﹤0.01% 304
2022
Q4 		$2K Buy
+49
New +$1.86K ﹤0.01% 297
2021
Q3 		– Sell
-100
Closed -$4K – 312
2021
Q2 		$4K Buy
+100
New +$4.21K ﹤0.01% 258

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 $5.7T 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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return