SVB Wealth’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.39M | Buy |
195,077
+178,498
| +1,077% | +$4.2M | 0.29% | 75 |
|
|
2025
Q4 | $402K | Sell |
16,579
-1,313
| -7% | -$32.7K | 0.02% | 297 |
|
|
2025
Q3 | $466K | Sell |
17,892
-4,590
| -20% | -$125K | 0.03% | 301 |
|
|
2025
Q2 | $580K | Buy |
+22,482
| New | +$624K | 0.03% | 283 |
|
|
2025
Q1 | – | Sell |
-36,392
| Closed | -$1.12M | – | 1651 |
|
|
2024
Q4 | $1.12M | Buy |
+36,392
| New | +$1.19M | 0.02% | 299 |
|
|
2024
Q3 | – | Sell |
-49,933
| Closed | -$1.61M | – | 336 |
|
|
2024
Q2 | $1.61M | Sell |
49,933
-1,445
| -3% | -$51.5K | 0.04% | 254 |
|
|
2024
Q1 | $1.9M | Sell |
51,378
-995
| -2% | -$36.2K | 0.04% | 254 |
|
|
2023
Q4 | $1.94M | Buy |
52,373
+7,986
| +18% | +$271K | 0.05% | 245 |
|
|
2023
Q3 | $1.49M | Sell |
44,387
-1,550
| -3% | -$53.6K | 0.03% | 268 |
|
|
2023
Q2 | $1.63M | Sell |
45,937
-4,783
| -9% | -$184K | 0.03% | 264 |
|
|
2023
Q1 | $1.96M | Sell |
50,720
-2,033
| -4% | -$80.5K | 0.03% | 271 |
|
|
2022
Q4 | $2.15M | Buy |
52,753
+3,812
| +8% | +$145K | 0.03% | 257 |
|
|
2022
Q3 | $1.63M | Buy |
48,941
+12,608
| +35% | +$468K | 0.02% | 282 |
|
|
2022
Q2 | $1.39M | Buy |
36,333
+5,596
| +18% | +$224K | 0.02% | 265 |
|
|
2022
Q1 | $1.21M | Buy |
30,737
+1,892
| +7% | +$70.9K | 0.02% | 297 |
|
|
2021
Q4 | $1.03M | Buy |
28,845
+1,346
| +5% | +$48.4K | 0.02% | 306 |
|
|
2021
Q3 | $1.01M | Buy |
27,499
+12,622
| +85% | +$475K | 0.01% | 389 |
|
|
2021
Q2 | $607K | Buy |
14,877
+3,796
| +34% | +$160K | 0.01% | 523 |
|
|
2021
Q1 | $443K | Buy |
+11,081
| New | +$399K | 0.01% | 559 |
|
|
2019
Q1 | – | Sell |
-10,898
| Closed | -$469K | – | 406 |
|
|
2018
Q4 | $469K | Sell |
10,898
-4,756
| -30% | -$246K | 0.02% | 295 |
|
|
2018
Q3 | $863K | Sell |
15,654
-17,272
| -52% | -$1.03M | 0.03% | 269 |
|
|
2018
Q2 | $2.07M | Sell |
32,926
-90,858
| -73% | -$5.39M | 0.08% | 170 |
|
|
2018
Q1 | $7.71M | Sell |
123,784
-2,319
| -2% | -$166K | 0.3% | 92 |
|
|
2017
Q4 | $9.81M | Buy |
126,103
+1,557
| +1% | +$122K | 0.37% | 85 |
|
|
2017
Q3 | $9.66M | Sell |
124,546
-3,577
| -3% | -$299K | 0.37% | 85 |
|
|
2017
Q2 | $11M | Sell |
128,123
-9,284
| -7% | -$842K | 0.43% | 76 |
|
|
2017
Q1 | $12.5M | Sell |
137,407
-3,119
| -2% | -$281K | 0.5% | 65 |
|
|
2016
Q4 | $12.3M | Buy |
140,526
+10,825
| +8% | +$926K | 0.51% | 60 |
|
|
2016
Q3 | $11.6M | Sell |
129,701
-4,572
| -3% | -$405K | 0.47% | 69 |
|
|
2016
Q2 | $11.9M | Sell |
134,273
-4,566
| -3% | -$376K | 0.48% | 68 |
|
|
2016
Q1 | $10.9M | Sell |
138,839
-20,369
| -13% | -$1.52M | 0.44% | 71 |
|
|
2015
Q4 | $11.6M | Sell |
159,208
-24,315
| -13% | -$1.79M | 0.46% | 70 |
|
|
2015
Q3 | $13M | Buy |
+183,523
| New | +$13.9M | 0.5% | 61 |
|
Other funds holding KHC
VCM
VPM
