Optimum Investment Advisors’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $80.7K | Sell |
3,100
-200
| -6% | -$5.43K | 0.03% | 286 |
|
|
2025
Q2 | $85.2K | Hold |
3,300
| – | – | 0.04% | 276 |
|
|
2025
Q1 | $100K | Sell |
3,300
-1,000
| -23% | -$29.9K | 0.05% | 244 |
|
|
2024
Q4 | $132K | Hold |
4,300
| – | – | 0.06% | 222 |
|
|
2024
Q3 | $151K | Hold |
4,300
| – | – | 0.07% | 217 |
|
|
2024
Q2 | $139K | Sell |
4,300
-1,250
| -23% | -$44.5K | 0.06% | 220 |
|
|
2024
Q1 | $205K | Hold |
5,550
| – | – | 0.09% | 189 |
|
|
2023
Q4 | $205K | Sell |
5,550
-3
| -0.1% | -$102 | 0.1% | 183 |
|
|
2023
Q3 | $187K | Buy |
5,553
+3
| +0.1% | +$104 | 0.1% | 186 |
|
|
2023
Q2 | $197K | Hold |
5,550
| – | – | 0.1% | 187 |
|
|
2023
Q1 | $215K | Hold |
5,550
| – | – | 0.11% | 170 |
|
|
2022
Q4 | $226K | Hold |
5,550
| – | – | 0.12% | 173 |
|
|
2022
Q3 | $185K | Hold |
5,550
| – | – | 0.1% | 188 |
|
|
2022
Q2 | $212K | Hold |
5,550
| – | – | 0.11% | 179 |
|
|
2022
Q1 | $219K | Sell |
5,550
-200
| -3% | -$7.49K | 0.09% | 196 |
|
|
2021
Q4 | $206K | Buy |
5,750
+1,000
| +21% | +$35.9K | 0.08% | 214 |
|
|
2021
Q3 | $175K | Sell |
4,750
-700
| -13% | -$26.4K | 0.07% | 240 |
|
|
2021
Q2 | $222K | Hold |
5,450
| – | – | 0.07% | 244 |
|
|
2021
Q1 | $218K | Hold |
5,450
| – | – | 0.06% | 249 |
|
|
2020
Q4 | $189K | Hold |
5,450
| – | – | 0.06% | 255 |
|
|
2020
Q3 | $163K | Hold |
5,450
| – | – | 0.05% | 258 |
|
|
2020
Q2 | $174K | Hold |
5,450
| – | – | 0.06% | 253 |
|
|
2020
Q1 | $135K | Buy |
5,450
+600
| +12% | +$16.5K | 0.06% | 264 |
|
|
2019
Q4 | $156K | Buy |
4,850
+2,750
| +131% | +$83.3K | 0.05% | 314 |
|
|
2019
Q3 | $59K | Hold |
2,100
| – | – | 0.02% | 482 |
|
|
2019
Q2 | $65K | Sell |
2,100
-500
| -19% | -$15.8K | 0.02% | 456 |
|
|
2019
Q1 | $85K | Sell |
2,600
-1
| -0% | -$41 | 0.03% | 404 |
|
|
2018
Q4 | $112K | Hold |
2,601
| – | – | 0.04% | 344 |
|
|
2018
Q3 | $143K | Buy |
2,601
+167
| +7% | +$9.98K | 0.04% | 347 |
|
|
2018
Q2 | $153K | Hold |
2,434
| – | – | 0.04% | 335 |
|
|
2018
Q1 | $152K | Buy |
+2,434
| New | +$174K | 0.04% | 331 |
|
|
2017
Q3 | – | Sell |
-3,159
| Closed | -$271K | – | 303 |
|
|
2017
Q2 | $271K | Sell |
3,159
-93
| -3% | -$8.43K | 0.09% | 237 |
|
|
2017
Q1 | $295K | Sell |
3,252
-399
| -11% | -$36K | 0.1% | 222 |
|
|
2016
Q4 | $319K | Buy |
3,651
+200
| +6% | +$17.1K | 0.12% | 208 |
|
|
2016
Q3 | $309K | Sell |
3,451
-400
| -10% | -$35.4K | 0.12% | 213 |
|
|
2016
Q2 | $341K | Sell |
3,851
-100
| -3% | -$8.23K | 0.13% | 193 |
|
|
2016
Q1 | $310K | Buy |
3,951
+699
| +21% | +$52.3K | 0.12% | 198 |
|
|
2015
Q4 | $237K | Hold |
3,252
| – | – | 0.09% | 236 |
|
|
2015
Q3 | $230K | Buy |
+3,252
| New | +$245K | 0.09% | 235 |
|
Other funds holding KHC
Optimum Investment Advisors's KHC Position: Q3 2025 in Review
Optimum Investment Advisors reduced its Kraft Heinz (KHC) stake by 6.1% in Q3 2025, selling an estimated $5.43K and leaving 3,100 shares worth $80.7K. The position accounts for 0.03% of the portfolio, ranked #286.
Optimum Investment Advisors first reported a position in KHC in Q3 2015 and has held it in 39 quarters since. The position peaked at $341K in Q2 2016. 1,118 funds tracked by Wall St. Rank hold KHC as of Q3 2025.
- Optimum Investment Advisors held 3,100 shares of Kraft Heinz worth $80.7K as of Q3 2025.
- Optimum Investment Advisors sold 200 Kraft Heinz shares in Q3 2025, an estimated $5.43K.
- Kraft Heinz made up 0.03% of Optimum Investment Advisors's portfolio in Q3 2025, its #286 holding.
- Optimum Investment Advisors first reported a position in Kraft Heinz in Q3 2015 and has held it in 39 quarters since.
- Optimum Investment Advisors's Kraft Heinz position peaked at $341K in Q2 2016.
- 1,118 funds tracked by Wall St. Rank held Kraft Heinz as of Q3 2025.
Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.