N.E.W. Advisory Services’s Kraft Heinz KHC Stock Holding History

N.E.W. Advisory 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 Q2	–	Sell	-19	Closed	-$563	–	883
2025 Q1	$563	Buy	+19	New	+$569	﹤0.01%	892

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

N.E.W. Advisory Services's KHC Position: Q2 2025 in Review

N.E.W. Advisory Services sold out of Kraft Heinz (KHC) in Q2 2025, closing a stake of 19 shares — an estimated $563 sold.

N.E.W. Advisory Services first reported a position in KHC in Q1 2025 and held it in 1 quarter. The position peaked at $563 in Q1 2025. 1,102 funds tracked by Wall St. Rank hold KHC as of Q2 2025.

N.E.W. Advisory Services reported no remaining Kraft Heinz position as of Q2 2025 after selling out during the quarter.
N.E.W. Advisory Services sold 19 Kraft Heinz shares in Q2 2025, an estimated $563.
N.E.W. Advisory Services first reported a position in Kraft Heinz in Q1 2025 and held it in 1 quarter.
N.E.W. Advisory Services's Kraft Heinz position peaked at $563 in Q1 2025.
1,102 funds tracked by Wall St. Rank held Kraft Heinz as of Q2 2025.

Based on N.E.W. Advisory Services's 13F filing for Q2 2025, filed 18 Aug 2025.