Secure Asset Management’s The Kraft Heinz Company KHC Stock Holding History

Secure Asset 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	-53,045	Closed	-$1.63M	–	342
2024 Q4	$1.63M	Buy	53,045 +6,221	+13%	+$204K	0.25%	100
2024 Q3	$1.64M	Buy	46,824 +5,233	+13%	+$180K	0.28%	89
2024 Q2	$1.34M	Buy	41,591 +1,124	+3%	+$40.1K	0.25%	100
2024 Q1	$1.49M	Buy	40,467 +5,185	+15%	+$188K	0.35%	63
2023 Q4	$1.3M	Sell	35,282 -181	-0.5%	-$6.15K	0.35%	70
2023 Q3	$1.19M	Buy	+35,463	New	+$1.23M	0.36%	66
2021 Q2	–	Sell	-5,450	Closed	-$218K	–	199
2021 Q1	$218K	Sell	5,450 -2,272	-29%	-$81.8K	0.12%	162
2020 Q4	$268K	Buy	+7,722	New	+$251K	0.16%	121
2020 Q2	–	Sell	-12,961	Closed	-$321K	–	159
2020 Q1	$321K	Sell	12,961 -4,924	-28%	-$135K	0.35%	70
2019 Q4	$575K	Buy	+17,885	New	+$542K	0.41%	65

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

Secure Asset Management's KHC Position: Q1 2025 in Review

Secure Asset Management sold out of The Kraft Heinz Company (KHC) in Q1 2025, closing a stake of 53,045 shares — an estimated $1.63M sold.

Secure Asset Management first reported a position in KHC in Q4 2019 and held it in 10 quarters. The position peaked at $1.64M in Q3 2024. 1,168 funds tracked by Wall St. Rank hold KHC as of Q1 2025.

Secure Asset Management reported no remaining The Kraft Heinz Company position as of Q1 2025 after selling out during the quarter.
Secure Asset Management sold 53,045 The Kraft Heinz Company shares in Q1 2025, an estimated $1.63M.
Secure Asset Management first reported a position in The Kraft Heinz Company in Q4 2019 and held it in 10 quarters.
Secure Asset Management's The Kraft Heinz Company position peaked at $1.64M in Q3 2024.
1,168 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q1 2025.

Based on Secure Asset Management's 13F filing for Q1 2025, filed 10 Apr 2025.