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One Charles Private Wealth Services’s Kraft Heinz KHC Stock Holding History

One Charles Private Wealth 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
Q1 		– Sell
-15,188
Closed -$466K – 153
2024
Q4 		$466K Buy
+15,188
New +$498K 0.16% 78

Other funds holding KHC

Berkshire Hathaway
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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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

One Charles Private Wealth Services's KHC Position: Q1 2025 in Review

One Charles Private Wealth Services sold out of Kraft Heinz (KHC) in Q1 2025, closing a stake of 15,188 shares — an estimated $466K sold.

One Charles Private Wealth Services first reported a position in KHC in Q4 2024 and held it in 1 quarter. The position peaked at $466K in Q4 2024. 1,164 funds tracked by Wall St. Rank hold KHC as of Q1 2025.

  • One Charles Private Wealth Services reported no remaining Kraft Heinz position as of Q1 2025 after selling out during the quarter.
  • One Charles Private Wealth Services sold 15,188 Kraft Heinz shares in Q1 2025, an estimated $466K.
  • One Charles Private Wealth Services first reported a position in Kraft Heinz in Q4 2024 and held it in 1 quarter.
  • One Charles Private Wealth Services's Kraft Heinz position peaked at $466K in Q4 2024.
  • 1,164 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2025.

Based on One Charles Private Wealth Services's 13F filing for Q1 2025, filed 8 May 2025.