TWM
KHC icon

Thrive Wealth Management’s Kraft Heinz KHC Stock Holding History

Thrive Wealth Management’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
-9,757
Closed -$252K – 248
2025
Q2 		$252K Buy
9,757
+307
+3% +$8.52K 0.04% 201
2025
Q1 		$288K Buy
+9,450
New +$283K 0.06% 169
2024
Q4 		– Sell
-10,112
Closed -$355K – 214
2024
Q3 		$355K Buy
+10,112
New +$348K 0.07% 153
2024
Q2 		– Sell
-11,567
Closed -$427K – 222
2024
Q1 		$427K Sell
11,567
-1,436
-11% -$52.2K 0.09% 123
2023
Q4 		$481K Buy
+13,003
New +$442K 0.11% 108
2023
Q3 		– Sell
-6,047
Closed -$215K – 178
2023
Q2 		$215K Sell
6,047
-4,669
-44% -$180K 0.06% 168
2023
Q1 		$414K Buy
10,716
+1,193
+13% +$47.2K 0.11% 114
2022
Q4 		$388K Buy
+9,523
New +$362K 0.11% 104

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