Tortoise Investment Management’s Kraft Heinz KHC Stock Holding History

Tortoise Investment Management’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	$12.2K	Buy	473 +10	+2%	+$258	﹤0.01%	575
2025 Q1	$14.1K	Hold	463	–	–	﹤0.01%	541
2024 Q4	$14.2K	Buy	463 +1	+0.2%	+$31	﹤0.01%	588
2024 Q3	$16.2K	Buy	462 +1	+0.2%	+$35	﹤0.01%	584
2024 Q2	$14.9K	Hold	461	–	–	﹤0.01%	576
2024 Q1	$17K	Buy	461 +1	+0.2%	+$37	﹤0.01%	538
2023 Q4	$17K	Hold	460	–	–	﹤0.01%	491
2023 Q3	$15.5K	Buy	460 +1	+0.2%	+$34	﹤0.01%	492
2023 Q2	$16.3K	Buy	459 +50	+12%	+$1.78K	﹤0.01%	499
2023 Q1	$15.8K	Hold	409	–	–	﹤0.01%	494
2022 Q4	$16.7K	Buy	409 +2	+0.5%	+$81	﹤0.01%	479
2022 Q3	$14K	Hold	407	–	–	﹤0.01%	483
2022 Q2	$16K	Hold	407	–	–	﹤0.01%	458
2022 Q1	$16K	Hold	407	–	–	﹤0.01%	451
2021 Q4	$15K	Hold	407	–	–	﹤0.01%	431
2021 Q3	$15K	Hold	407	–	–	﹤0.01%	418
2021 Q2	$17K	Hold	407	–	–	﹤0.01%	395
2021 Q1	$16K	Sell	407 -100	-20%	-$3.93K	﹤0.01%	375
2020 Q4	$18K	Buy	507 +100	+25%	+$3.55K	﹤0.01%	340
2020 Q3	$12K	Hold	407	–	–	﹤0.01%	358
2020 Q2	$13K	Hold	407	–	–	﹤0.01%	338
2020 Q1	$10K	Sell	407 -27	-6%	-$663	﹤0.01%	362
2019 Q4	$14K	Hold	434	–	–	﹤0.01%	364
2019 Q3	$12K	Hold	434	–	–	﹤0.01%	373
2019 Q2	$13K	Hold	434	–	–	﹤0.01%	396
2019 Q1	$14K	Hold	434	–	–	﹤0.01%	371
2018 Q4	$19K	Hold	434	–	–	0.01%	313
2018 Q3	$24K	Buy	434 +27	+7%	+$1.49K	0.01%	303
2018 Q2	$26K	Hold	407	–	–	0.01%	303
2018 Q1	$25K	Sell	407 -55	-12%	-$3.38K	0.01%	301
2017 Q4	$36K	Buy	462 +55	+14%	+$4.29K	0.01%	270
2017 Q3	$32K	Hold	407	–	–	0.01%	263
2017 Q2	$35K	Hold	407	–	–	0.01%	247
2017 Q1	$37K	Sell	407 -79	-16%	-$7.18K	0.01%	226
2016 Q4	$42K	Buy	486 +79	+19%	+$6.83K	0.01%	213
2016 Q3	$36K	Hold	407	–	–	0.01%	214
2016 Q2	$36K	Hold	407	–	–	0.01%	223
2016 Q1	$32K	Sell	407 -200	-33%	-$15.7K	0.01%	224
2015 Q4	$44K	Buy	607 +200	+49%	+$14.5K	0.02%	218
2015 Q3	$29K	Buy	+407	New	+$29K	0.01%	229