McKinley Carter Wealth Services’s Kraft Heinz KHC Stock Holding History

McKinley Carter Wealth Services’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	-6,978	Closed	-$214K	–	305
2024 Q4	$214K	Sell	6,978 -91	-1%	-$2.98K	0.01%	281
2024 Q3	$248K	Sell	7,069 -3,322	-32%	-$114K	0.02%	276
2024 Q2	$335K	Sell	10,391 -138	-1%	-$4.92K	0.02%	244
2024 Q1	$389K	Buy	10,529 +9	+0.1%	+$327	0.03%	231
2023 Q4	$389K	Hold	10,520	–	–	0.03%	228
2023 Q3	$354K	Buy	10,520 +138	+1%	+$4.77K	0.03%	231
2023 Q2	$369K	Hold	10,382	–	–	0.03%	235
2023 Q1	$401K	Sell	10,382 -250	-2%	-$9.9K	0.03%	224
2022 Q4	$433K	Buy	+10,632	New	+$404K	0.04%	215
2018 Q4	–	Sell	-3,933	Closed	-$217K	–	152
2018 Q3	$217K	Buy	3,933 +15	+0.4%	+$896	0.06%	152
2018 Q2	$246K	Hold	3,918	–	–	0.08%	146
2018 Q1	$244K	Hold	3,918	–	–	0.08%	145
2017 Q4	$305K	Sell	3,918 -553	-12%	-$43.4K	0.1%	125
2017 Q3	$347K	Hold	4,471	–	–	0.13%	110
2017 Q2	$383K	Hold	4,471	–	–	0.17%	88
2017 Q1	$406K	Hold	4,471	–	–	0.19%	81
2016 Q4	$390K	Hold	4,471	–	–	0.2%	82
2016 Q3	$400K	Sell	4,471 -450	-9%	-$39.8K	0.21%	79
2016 Q2	$435K	Hold	4,921	–	–	0.23%	78
2016 Q1	$387K	Hold	4,921	–	–	0.21%	85
2015 Q4	$358K	Hold	4,921	–	–	0.21%	83
2015 Q3	$347K	Buy	+4,921	New	+$371K	0.22%	78

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 $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

McKinley Carter Wealth Services's KHC Position: Q1 2025 in Review

McKinley Carter Wealth Services sold out of Kraft Heinz (KHC) in Q1 2025, closing a stake of 6,978 shares — an estimated $214K sold.

McKinley Carter Wealth Services first reported a position in KHC in Q3 2015 and held it in 22 quarters. The position peaked at $435K in Q2 2016. 1,164 funds tracked by Wall St. Rank hold KHC as of Q1 2025.

McKinley Carter Wealth Services reported no remaining Kraft Heinz position as of Q1 2025 after selling out during the quarter.
McKinley Carter Wealth Services sold 6,978 Kraft Heinz shares in Q1 2025, an estimated $214K.
McKinley Carter Wealth Services first reported a position in Kraft Heinz in Q3 2015 and held it in 22 quarters.
McKinley Carter Wealth Services's Kraft Heinz position peaked at $435K in Q2 2016.
1,164 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2025.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2025, filed 15 Apr 2025.