RWM
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Ruedi Wealth Management’s Kraft Heinz KHC Stock Holding History

Ruedi 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
Q2 		– Sell
-159
Closed -$4.83K – 201
2025
Q1 		$4.83K Hold
159
– – ﹤0.01% 213
2024
Q4 		$4.88K Hold
159
– – ﹤0.01% 214
2024
Q3 		$5.57K Sell
159
-11
-6% -$378 ﹤0.01% 207
2024
Q2 		$5.46K Buy
170
+12
+8% +$428 ﹤0.01% 242
2024
Q1 		$5.84K Hold
158
– – ﹤0.01% 191
2023
Q4 		$5.85K Hold
158
– – ﹤0.01% 162
2023
Q3 		$5.32K Hold
158
– – ﹤0.01% 156
2023
Q2 		$5.61K Hold
158
– – ﹤0.01% 160
2023
Q1 		$6.11K Hold
158
– – ﹤0.01% 184
2022
Q4 		$6.43K Buy
+158
New +$6K ﹤0.01% 167

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BlackRock
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State Street
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Geode Capital Management
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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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return