SVB Wealth’s Kraft Heinz KHC Stock Holding History

SVB Wealth’s Portfolio KHC Stock Details KHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$580K	Buy	+22,482	New	+$580K	0.03%	283
2025 Q1	–	Sell	-36,392	Closed	-$1.12M	–	1651
2024 Q4	$1.12M	Buy	+36,392	New	+$1.12M	0.02%	299
2024 Q3	–	Sell	-49,933	Closed	-$1.61M	–	336
2024 Q2	$1.61M	Sell	49,933 -1,445	-3%	-$46.6K	0.04%	254
2024 Q1	$1.9M	Sell	51,378 -995	-2%	-$36.7K	0.04%	254
2023 Q4	$1.94M	Buy	52,373 +7,986	+18%	+$295K	0.05%	245
2023 Q3	$1.49M	Sell	44,387 -1,550	-3%	-$52.1K	0.03%	268
2023 Q2	$1.63M	Sell	45,937 -4,783	-9%	-$170K	0.03%	264
2023 Q1	$1.96M	Sell	50,720 -2,033	-4%	-$78.6K	0.03%	271
2022 Q4	$2.15M	Buy	52,753 +3,812	+8%	+$155K	0.03%	256
2022 Q3	$1.63M	Buy	48,941 +12,608	+35%	+$420K	0.02%	282
2022 Q2	$1.39M	Buy	36,333 +5,596	+18%	+$213K	0.02%	265
2022 Q1	$1.21M	Buy	30,737 +1,892	+7%	+$74.5K	0.02%	297
2021 Q4	$1.04M	Buy	28,845 +1,346	+5%	+$48.3K	0.02%	306
2021 Q3	$1.01M	Buy	27,499 +12,622	+85%	+$465K	0.01%	389
2021 Q2	$607K	Buy	14,877 +3,796	+34%	+$155K	0.01%	523
2021 Q1	$443K	Buy	+11,081	New	+$443K	0.01%	559
2019 Q1	–	Sell	-10,898	Closed	-$469K	–	406
2018 Q4	$469K	Sell	10,898 -4,756	-30%	-$205K	0.02%	295
2018 Q3	$863K	Sell	15,654 -17,272	-52%	-$952K	0.03%	269
2018 Q2	$2.07M	Sell	32,926 -90,858	-73%	-$5.71M	0.08%	170
2018 Q1	$7.71M	Sell	123,784 -2,319	-2%	-$144K	0.3%	92
2017 Q4	$9.81M	Buy	126,103 +1,557	+1%	+$121K	0.37%	85
2017 Q3	$9.66M	Sell	124,546 -3,577	-3%	-$277K	0.37%	85
2017 Q2	$11M	Sell	128,123 -9,284	-7%	-$795K	0.43%	76
2017 Q1	$12.5M	Sell	137,407 -3,119	-2%	-$283K	0.5%	65
2016 Q4	$12.3M	Buy	140,526 +10,825	+8%	+$945K	0.51%	60
2016 Q3	$11.6M	Sell	129,701 -4,572	-3%	-$409K	0.47%	69
2016 Q2	$11.9M	Sell	134,273 -4,566	-3%	-$404K	0.48%	68
2016 Q1	$10.9M	Sell	138,839 -20,369	-13%	-$1.6M	0.44%	71
2015 Q4	$11.6M	Sell	159,208 -24,315	-13%	-$1.77M	0.46%	70
2015 Q3	$13M	Buy	+183,523	New	+$13M	0.5%	61