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Moody Lynn & Lieberson’s Kraft Heinz KHC Stock Holding History

Moody Lynn & Lieberson’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
-12,816
Closed -$390K – 266
2025
Q1 		$390K Sell
12,816
-564
-4% -$16.9K 0.03% 186
2024
Q4 		$411K Buy
13,380
+114
+0.9% +$3.74K 0.03% 184
2024
Q3 		$466K Hold
13,266
– – 0.03% 179
2024
Q2 		$427K Hold
13,266
– – 0.03% 179
2024
Q1 		$490K Sell
13,266
-58
-0.4% -$2.11K 0.03% 161
2023
Q4 		$493K Buy
13,324
+59
+0.4% +$2.01K 0.04% 158
2023
Q3 		$446K Sell
13,265
-59
-0.4% -$2.04K 0.04% 150
2023
Q2 		$473K Sell
13,324
-250
-2% -$9.62K 0.04% 152
2023
Q1 		$525K Buy
13,574
+169
+1% +$6.69K 0.05% 149
2022
Q4 		$545K Sell
13,405
-440
-3% -$16.7K 0.05% 151
2022
Q3 		$462K Hold
13,845
– – 0.04% 148
2022
Q2 		$528K Hold
13,845
– – 0.05% 143
2022
Q1 		$545K Buy
13,845
+140
+1% +$5.24K 0.04% 147
2021
Q4 		$492K Buy
13,705
+105
+0.8% +$3.77K 0.03% 168
2021
Q3 		$501K Hold
13,600
– – 0.04% 155
2021
Q2 		$555K Hold
13,600
– – 0.04% 145
2021
Q1 		$544K Buy
13,600
+75
+0.6% +$2.7K 0.05% 149
2020
Q4 		$469K Buy
13,525
+600
+5% +$19.5K 0.04% 151
2020
Q3 		$387K Sell
12,925
-510
-4% -$17K 0.04% 151
2020
Q2 		$428K Buy
+13,435
New +$403K 0.05% 134

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
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 $666B AUM 30.12% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Moody Lynn & Lieberson's KHC Position: Q2 2025 in Review

Moody Lynn & Lieberson sold out of Kraft Heinz (KHC) in Q2 2025, closing a stake of 12,816 shares — an estimated $390K sold.

Moody Lynn & Lieberson first reported a position in KHC in Q2 2020 and held it in 20 quarters. The position peaked at $555K in Q2 2021. 1,102 funds tracked by Wall St. Rank hold KHC as of Q2 2025.

  • Moody Lynn & Lieberson reported no remaining Kraft Heinz position as of Q2 2025 after selling out during the quarter.
  • Moody Lynn & Lieberson sold 12,816 Kraft Heinz shares in Q2 2025, an estimated $390K.
  • Moody Lynn & Lieberson first reported a position in Kraft Heinz in Q2 2020 and held it in 20 quarters.
  • Moody Lynn & Lieberson's Kraft Heinz position peaked at $555K in Q2 2021.
  • 1,102 funds tracked by Wall St. Rank held Kraft Heinz as of Q2 2025.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2025, filed 17 Jul 2025.