MWM
KHC icon

Modern Wealth Management’s The Kraft Heinz Company KHC Stock Holding History

Modern 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
Q3 		– Sell
-8,963
Closed -$231K – 823
2025
Q2 		$231K Sell
8,963
-3,795
-30% -$105K 0.01% 694
2025
Q1 		$388K Buy
+12,758
New +$382K 0.01% 468

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Modern Wealth Management's KHC Position: Q3 2025 in Review

Modern Wealth Management sold out of The Kraft Heinz Company (KHC) in Q3 2025, closing a stake of 8,963 shares — an estimated $231K sold.

Modern Wealth Management first reported a position in KHC in Q1 2025 and held it in 2 quarters. The position peaked at $388K in Q1 2025. 1,120 funds tracked by Wall St. Rank hold KHC as of Q3 2025.

  • Modern Wealth Management reported no remaining The Kraft Heinz Company position as of Q3 2025 after selling out during the quarter.
  • Modern Wealth Management sold 8,963 The Kraft Heinz Company shares in Q3 2025, an estimated $231K.
  • Modern Wealth Management first reported a position in The Kraft Heinz Company in Q1 2025 and held it in 2 quarters.
  • Modern Wealth Management's The Kraft Heinz Company position peaked at $388K in Q1 2025.
  • 1,120 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q3 2025.

Based on Modern Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.