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Union Savings Bank’s Kraft Heinz KHC Stock Holding History

Union Savings Bank’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
2026
Q1 		$2.2K Hold
98
– – ﹤0.01% 310
2025
Q4 		$2.38K Buy
+98
New +$2.44K ﹤0.01% 312
2025
Q2 		$9.69K Sell
353
-550
-61% -$15.3K ﹤0.01% 264
2025
Q1 		$27.5K Buy
903
+16
+2% +$479 0.01% 240
2024
Q4 		$27.2K Sell
887
-2,560
-74% -$83.9K 0.01% 237
2024
Q3 		$121K Hold
3,447
– – 0.06% 163
2024
Q2 		$111K Sell
3,447
-224
-6% -$7.98K 0.06% 169
2024
Q1 		$135K Sell
3,671
-184
-5% -$6.68K 0.07% 153
2023
Q4 		$143K Buy
3,855
+376
+11% +$12.8K 0.08% 146
2023
Q3 		$117K Hold
3,479
– – 0.07% 154
2023
Q2 		$126K Buy
+3,479
New +$134K 0.08% 153

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VCM
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State Street
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VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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 $653B AUM 32.41% 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