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Strategic Wealth Investment Group’s Kraft Heinz KHC Stock Holding History

Strategic Wealth Investment Group’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
Q3 		– Sell
-73
Closed -$1.89K – 168
2025
Q2 		$1.89K Buy
+73
New +$2.03K ﹤0.01% 124
2025
Q1 		– Sell
-16,635
Closed -$511K – 84
2024
Q4 		$511K Sell
16,635
-6,245
-27% -$205K 0.06% 96
2024
Q3 		$805K Sell
22,880
-186,299
-89% -$6.41M 0.09% 82
2024
Q2 		$6.66M Buy
+209,179
New +$7.45M 0.84% 44
2023
Q4 		$9.79M Buy
264,782
+33,422
+14% +$1.14M 1.47% 24
2023
Q3 		$7.78M Buy
231,360
+36,921
+19% +$1.28M 1.41% 25
2023
Q2 		$6.9M Buy
194,439
+32,380
+20% +$1.25M 1.1% 28
2023
Q1 		$6.27M Sell
162,059
-1,191,132
-88% -$47.2M 1.16% 27
2022
Q4 		$5.37M Buy
1,353,191
+1,236,487
+1,060% +$46.9M 1.24% 25
2022
Q3 		$3.89M Buy
116,704
+5,485
+5% +$204K 1.12% 25
2022
Q2 		$4.24M Sell
111,219
-13,932
-11% -$558K 1.06% 25
2022
Q1 		$4.93M Buy
125,151
+20,530
+20% +$769K 1.18% 25
2021
Q4 		$3.76M Buy
104,621
+16,929
+19% +$608K 0.98% 32
2021
Q3 		$3.24M Buy
87,692
+21,183
+32% +$798K 0.97% 33
2021
Q2 		$2.71M Buy
66,509
+18,055
+37% +$760K 0.96% 31
2021
Q1 		$1.94M Buy
48,454
+10,601
+28% +$382K 0.93% 31
2020
Q4 		$1.31M Buy
37,853
+5,192
+16% +$169K 0.77% 35
2020
Q3 		$978K Buy
32,661
+3,414
+12% +$114K 0.74% 33
2020
Q2 		$933K Buy
29,247
+6,277
+27% +$188K 0.91% 32
2020
Q1 		$568K Buy
22,970
+2,386
+12% +$65.4K 0.93% 28
2019
Q4 		$661K Buy
+20,584
New +$623K 0.69% 34

Other funds holding KHC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Strategic Wealth Investment Group's KHC Position: Q3 2025 in Review

Strategic Wealth Investment Group sold out of Kraft Heinz (KHC) in Q3 2025, closing a stake of 73 shares — an estimated $1.89K sold.

Strategic Wealth Investment Group first reported a position in KHC in Q4 2019 and held it in 21 quarters. The position peaked at $9.79M in Q4 2023. 1,118 funds tracked by Wall St. Rank hold KHC as of Q3 2025.

  • Strategic Wealth Investment Group reported no remaining Kraft Heinz position as of Q3 2025 after selling out during the quarter.
  • Strategic Wealth Investment Group sold 73 Kraft Heinz shares in Q3 2025, an estimated $1.89K.
  • Strategic Wealth Investment Group first reported a position in Kraft Heinz in Q4 2019 and held it in 21 quarters.
  • Strategic Wealth Investment Group's Kraft Heinz position peaked at $9.79M in Q4 2023.
  • 1,118 funds tracked by Wall St. Rank held Kraft Heinz as of Q3 2025.

Based on Strategic Wealth Investment Group's 13F filing for Q3 2025, filed 14 Nov 2025.