Secure Asset Management’s Kraft Heinz 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 $263B AUM 16.68% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

Secure Asset Management sold out of Kraft Heinz (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. 1,164 funds tracked by Wall St. Rank hold KHC as of Q1 2025.

Secure Asset Management reported no remaining Kraft Heinz position as of Q1 2025 after selling out during the quarter.
Secure Asset Management sold 53,045 Kraft Heinz shares in Q1 2025, an estimated $1.63M.
Secure Asset Management first reported a position in Kraft Heinz in Q4 2019 and held it in 10 quarters.
Secure Asset Management's Kraft Heinz position peaked at $1.64M in Q3 2024.
1,164 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2025.

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