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Perigon Wealth Management’s Kraft Heinz KHC Stock Holding History

Perigon Wealth Management’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
-9,892
Closed -$287K – 1069
2024
Q4 		$287K Buy
+9,892
New +$324K 0.01% 838
2023
Q1 		– Sell
-5,892
Closed -$240K – 719
2022
Q4 		$240K Sell
5,892
-682
-10% -$25.9K 0.01% 601
2022
Q3 		$219K Buy
6,574
+166
+3% +$6.17K 0.02% 515
2022
Q2 		$244K Buy
6,408
+179
+3% +$7.17K 0.02% 485
2022
Q1 		$245K Sell
6,229
-759
-11% -$28.4K 0.02% 530
2021
Q4 		$251K Sell
6,988
-846
-11% -$30.4K 0.02% 494
2021
Q3 		$288K Buy
7,834
+22
+0.3% +$828 0.03% 430
2021
Q2 		$319K Sell
7,812
-44
-0.6% -$1.85K 0.03% 389
2021
Q1 		$314K Sell
7,856
-479
-6% -$17.3K 0.03% 381
2020
Q4 		$289K Sell
8,335
-497
-6% -$16.1K 0.03% 335
2020
Q3 		$265K Buy
8,832
+582
+7% +$19.4K 0.04% 318
2020
Q2 		$263K Buy
+8,250
New +$248K 0.04% 290
2018
Q2 		– Sell
-1,451
Closed -$90K – 444
2018
Q1 		$90K Hold
1,451
– – 0.03% 244
2017
Q4 		$113K Hold
1,451
– – 0.04% 186
2017
Q3 		$113K Buy
1,451
+1,357
+1,444% +$113K 0.04% 249
2017
Q2 		$8K Hold
94
– – ﹤0.01% 509
2017
Q1 		$9K Hold
94
– – ﹤0.01% 536
2016
Q4 		$9K Hold
94
– – ﹤0.01% 572
2016
Q3 		$8K Hold
94
– – ﹤0.01% 509
2016
Q2 		$8K Buy
+94
New +$7.73K ﹤0.01% 384

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

Perigon Wealth Management's KHC Position: Q1 2025 in Review

Perigon Wealth Management sold out of Kraft Heinz (KHC) in Q1 2025, closing a stake of 9,892 shares — an estimated $287K sold.

Perigon Wealth Management first reported a position in KHC in Q2 2016 and held it in 20 quarters. The position peaked at $319K in Q2 2021. 1,164 funds tracked by Wall St. Rank hold KHC as of Q1 2025.

  • Perigon Wealth Management reported no remaining Kraft Heinz position as of Q1 2025 after selling out during the quarter.
  • Perigon Wealth Management sold 9,892 Kraft Heinz shares in Q1 2025, an estimated $287K.
  • Perigon Wealth Management first reported a position in Kraft Heinz in Q2 2016 and held it in 20 quarters.
  • Perigon Wealth Management's Kraft Heinz position peaked at $319K in Q2 2021.
  • 1,164 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2025.

Based on Perigon Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.