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Modern Wealth Management’s Kraft Heinz 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 $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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

Modern Wealth Management sold out of Kraft Heinz (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. 1,117 funds tracked by Wall St. Rank hold KHC as of Q3 2025.

  • Modern Wealth Management reported no remaining Kraft Heinz position as of Q3 2025 after selling out during the quarter.
  • Modern Wealth Management sold 8,963 Kraft Heinz shares in Q3 2025, an estimated $231K.
  • Modern Wealth Management first reported a position in Kraft Heinz in Q1 2025 and held it in 2 quarters.
  • Modern Wealth Management's Kraft Heinz position peaked at $388K in Q1 2025.
  • 1,117 funds tracked by Wall St. Rank held Kraft Heinz as of Q3 2025.

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