Steward Partners Investment Advisory’s Kraft Heinz KHC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.56M Buy
60,236
+1,710
+3% +$44.2K 0.01% 808
2025
Q1
$1.78M Sell
58,526
-13,294
-19% -$405K 0.02% 694
2024
Q4
$2.21M Buy
71,820
+12,117
+20% +$372K 0.02% 607
2024
Q3
$2.1M Buy
59,703
+1,492
+3% +$52.4K 0.02% 605
2024
Q2
$1.88M Sell
58,211
-6,304
-10% -$203K 0.02% 603
2024
Q1
$2.38M Sell
64,515
-2,608
-4% -$96.2K 0.03% 527
2023
Q4
$2.48M Buy
67,123
+4,622
+7% +$171K 0.03% 449
2023
Q3
$2.1M Buy
62,501
+4,045
+7% +$136K 0.03% 460
2023
Q2
$2.08M Sell
58,456
-1,047
-2% -$37.2K 0.03% 472
2023
Q1
$2.3M Buy
59,503
+1,437
+2% +$55.6K 0.04% 433
2022
Q4
$2.36M Buy
58,066
+389
+0.7% +$15.8K 0.04% 414
2022
Q3
$1.92M Buy
57,677
+9,402
+19% +$314K 0.04% 440
2022
Q2
$1.84M Buy
48,275
+3,394
+8% +$129K 0.03% 453
2022
Q1
$1.77M Sell
44,881
-164
-0.4% -$6.46K 0.03% 518
2021
Q4
$1.62M Buy
45,045
+338
+0.8% +$12.1K 0.02% 556
2021
Q3
$1.65M Buy
44,707
+2,961
+7% +$109K 0.03% 507
2021
Q2
$1.7M Sell
41,746
-9,373
-18% -$382K 0.03% 491
2021
Q1
$2.04M Buy
51,119
+6,969
+16% +$279K 0.04% 424
2020
Q4
$1.53M Buy
44,150
+4,950
+13% +$172K 0.03% 432
2020
Q3
$1.17M Buy
39,200
+3,196
+9% +$95.7K 0.03% 439
2020
Q2
$1.15M Buy
36,004
+2,528
+8% +$80.6K 0.03% 417
2020
Q1
$828K Buy
33,476
+3,043
+10% +$75.3K 0.03% 430
2019
Q4
$977K Buy
30,433
+870
+3% +$27.9K 0.03% 464
2019
Q3
$825K Buy
29,563
+11,393
+63% +$318K 0.03% 461
2019
Q2
$563K Sell
18,170
-56
-0.3% -$1.74K 0.02% 526
2019
Q1
$595K Buy
18,226
+25
+0.1% +$816 0.03% 470
2018
Q4
$783K Sell
18,201
-35,175
-66% -$1.51M 0.04% 384
2018
Q3
$2.94M Buy
53,376
+22,310
+72% +$1.23M 0.14% 162
2018
Q2
$1.95M Buy
31,066
+12,136
+64% +$763K 0.12% 200
2018
Q1
$1.18M Buy
18,930
+921
+5% +$57.4K 0.08% 240
2017
Q4
$1.4M Buy
18,009
+2,587
+17% +$201K 0.11% 199
2017
Q3
$1.2M Buy
15,422
+1,327
+9% +$103K 0.12% 168
2017
Q2
$1.21M Buy
14,095
+7,969
+130% +$682K 0.14% 159
2017
Q1
$556K Buy
6,126
+625
+11% +$56.7K 0.08% 191
2016
Q4
$480K Buy
+5,501
New +$480K 0.22% 108