San Luis Wealth Advisors’s The Kraft Heinz Company KHC Stock Holding History

San Luis Wealth 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 Q1	–	Sell	-24,702	Closed	-$759K	–	150
2024 Q4	$759K	Buy	24,702 +4,648	+23%	+$152K	0.14%	75
2024 Q3	$704K	Buy	20,054 +7,019	+54%	+$241K	0.15%	71
2024 Q2	$420K	Buy	+13,035	New	+$465K	0.1%	78
2023 Q3	–	Sell	-7,750	Closed	-$275K	–	113
2023 Q2	$275K	Hold	7,750	–	–	0.1%	147
2023 Q1	$300K	Buy	+7,750	New	+$307K	0.12%	135
2022 Q2	–	Sell	-5,551	Closed	-$199K	–	267
2022 Q1	$199K	Buy	+5,551	New	+$208K	0.1%	151
2021 Q4	–	Sell	-5,975	Closed	-$220K	–	121
2021 Q3	$220K	Buy	+5,975	New	+$225K	0.12%	142
2020 Q4	$550K	Buy	+15,879	New	+$516K	0.35%	71

Other funds holding KHC

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

San Luis Wealth Advisors's KHC Position: Q1 2025 in Review

San Luis Wealth Advisors sold out of The Kraft Heinz Company (KHC) in Q1 2025, closing a stake of 24,702 shares — an estimated $759K sold.

San Luis Wealth Advisors first reported a position in KHC in Q4 2020 and held it in 8 quarters. The position peaked at $759K in Q4 2024. 1,168 funds tracked by Wall St. Rank hold KHC as of Q1 2025.

San Luis Wealth Advisors reported no remaining The Kraft Heinz Company position as of Q1 2025 after selling out during the quarter.
San Luis Wealth Advisors sold 24,702 The Kraft Heinz Company shares in Q1 2025, an estimated $759K.
San Luis Wealth Advisors first reported a position in The Kraft Heinz Company in Q4 2020 and held it in 8 quarters.
San Luis Wealth Advisors's The Kraft Heinz Company position peaked at $759K in Q4 2024.
1,168 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q1 2025.

Based on San Luis Wealth Advisors's 13F filing for Q1 2025, filed 15 Apr 2025.