Stonegate Investment Group’s Kraft Heinz KHC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1,000K Sell
38,388
-1,166
-3% -$31.7K 0.02% 181
2025
Q2
$1.02M Buy
39,554
+7,031
+22% +$195K 0.03% 177
2025
Q1
$990K Buy
32,523
+4,291
+15% +$128K 0.03% 155
2024
Q4
$867K Buy
28,232
+1,730
+7% +$56.7K 0.02% 164
2024
Q3
$930K Buy
26,502
+17,146
+183% +$590K 0.02% 172
2024
Q2
$301K Buy
+9,356
New +$333K 0.01% 268

Other funds holding KHC

Stonegate Investment Group's KHC Position: Q3 2025 in Review

Stonegate Investment Group reduced its Kraft Heinz (KHC) stake by 2.9% in Q3 2025, selling an estimated $31.7K and leaving 38,388 shares worth $1,000K. The position accounts for 0.02% of the portfolio, ranked #181.

Stonegate Investment Group first reported a position in KHC in Q2 2024 and has held it in 6 quarters since. The position peaked at $1.02M in Q2 2025. 1,118 funds tracked by Wall St. Rank hold KHC as of Q3 2025.

  • Stonegate Investment Group held 38,388 shares of Kraft Heinz worth $1,000K as of Q3 2025.
  • Stonegate Investment Group sold 1,166 Kraft Heinz shares in Q3 2025, an estimated $31.7K.
  • Kraft Heinz made up 0.02% of Stonegate Investment Group's portfolio in Q3 2025, its #181 holding.
  • Stonegate Investment Group first reported a position in Kraft Heinz in Q2 2024 and has held it in 6 quarters since.
  • Stonegate Investment Group's Kraft Heinz position peaked at $1.02M in Q2 2025.
  • 1,118 funds tracked by Wall St. Rank held Kraft Heinz as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.