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Mount Yale Investment Advisors’s Kraft Heinz KHC Stock Holding History

Mount Yale Investment 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
Q3 		– Sell
-348
Closed -$8.98K – 1163
2025
Q2 		$8.98K Buy
+348
New +$9.66K ﹤0.01% 1155
2018
Q4 		– Sell
-730
Closed -$39K – 546
2018
Q3 		$39K Sell
730
-8,768
-92% -$524K 0.01% 654
2018
Q2 		$597K Sell
9,498
-230
-2% -$13.6K 0.11% 153
2018
Q1 		$606K Buy
+9,728
New +$697K 0.13% 143

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

Mount Yale Investment Advisors's KHC Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Kraft Heinz (KHC) in Q3 2025, closing a stake of 348 shares — an estimated $8.98K sold.

Mount Yale Investment Advisors first reported a position in KHC in Q1 2018 and held it in 4 quarters. The position peaked at $606K in Q1 2018. 1,117 funds tracked by Wall St. Rank hold KHC as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Kraft Heinz position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 348 Kraft Heinz shares in Q3 2025, an estimated $8.98K.
  • Mount Yale Investment Advisors first reported a position in Kraft Heinz in Q1 2018 and held it in 4 quarters.
  • Mount Yale Investment Advisors's Kraft Heinz position peaked at $606K in Q1 2018.
  • 1,117 funds tracked by Wall St. Rank held Kraft Heinz as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.