Poplar Forest Capital’s Kraft Heinz KHC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	$22.8M	Buy	747,760 +39,388	+6%	+$1.2M	4.04%	10
2024 Q4	$21.8M	Sell	708,372 -190,242	-21%	-$5.84M	4%	10
2024 Q3	$31.6M	Buy	898,614 +80,705	+10%	+$2.83M	4.3%	9
2024 Q2	$26.4M	Buy	+817,909	New	+$26.4M	3.68%	14