PSI Advisors’s Kraft Heinz KHC Stock Holding History

PSI Advisors’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	-223	Closed	-$6.79K	–	408
2025 Q1	$6.79K	Hold	223	–	–	﹤0.01%	498
2024 Q4	$6.85K	Hold	223	–	–	﹤0.01%	582
2024 Q3	$7.83K	Hold	223	–	–	﹤0.01%	579
2024 Q2	$7.18K	Hold	223	–	–	﹤0.01%	571
2024 Q1	$8.23K	Hold	223	–	–	﹤0.01%	515
2023 Q4	$8.25K	Buy	223 +23	+12%	+$782	﹤0.01%	543
2023 Q3	$6.73K	Hold	200	–	–	﹤0.01%	548
2023 Q2	$7.1K	Hold	200	–	–	﹤0.01%	537
2023 Q1	$7.73K	Hold	200	–	–	﹤0.01%	472
2022 Q4	$8.14K	Hold	200	–	–	﹤0.01%	461
2022 Q3	$7K	Hold	200	–	–	﹤0.01%	491
2022 Q2	$8K	Hold	200	–	–	﹤0.01%	500
2022 Q1	$8K	Hold	200	–	–	﹤0.01%	503
2021 Q4	$7K	Hold	200	–	–	﹤0.01%	547
2021 Q3	$7K	Buy	+200	New	+$7.53K	﹤0.01%	536
2020 Q1	–	Sell	-681	Closed	-$21K	–	361
2019 Q4	$21K	Buy	+681	New	+$20.6K	0.01%	372

Other funds holding KHC

Berkshire Hathaway

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 $5.7T AUM 30.48% 1-Year Est. Return

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 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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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