SFM
Stack Financial Management’s Kraft Heinz KHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-339,590
| Closed | -$10.3M | – | 52 |
|
|
2025
Q1 | $10.3M | Sell |
339,590
-7,920
| -2% | -$241K | 0.86% | 44 |
|
|
2024
Q4 | $10.7M | Sell |
347,510
-8,124
| -2% | -$249K | 0.98% | 40 |
|
|
2024
Q3 | $12.5M | Buy |
355,634
+7,492
| +2% | +$263K | 1.12% | 39 |
|
|
2024
Q2 | $11.2M | Buy |
348,142
+1,518
| +0.4% | +$48.9K | 1.04% | 40 |
|
|
2024
Q1 | $12.8M | Buy |
+346,624
| New | +$12.8M | 1.17% | 36 |
|