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Valley Wealth Managers’s Kraft Heinz KHC Stock Holding History

Valley Wealth Managers’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
Q2 		– Sell
-340
Closed -$10.3K – 344
2025
Q1 		$10.3K Hold
340
– – ﹤0.01% 273
2024
Q4 		$10.4K Hold
340
– – ﹤0.01% 289
2024
Q3 		$11.9K Sell
340
-733
-68% -$25.2K ﹤0.01% 283
2024
Q2 		$34.6K Buy
1,073
+340
+46% +$12.1K ﹤0.01% 234
2024
Q1 		$27K Hold
733
– – ﹤0.01% 234
2023
Q4 		$27.1K Hold
733
– – ﹤0.01% 235
2023
Q3 		$24.7K Hold
733
– – ﹤0.01% 248
2023
Q2 		$26K Hold
733
– – ﹤0.01% 237
2023
Q1 		$28.3K Sell
733
-13
-2% -$515 ﹤0.01% 240
2022
Q4 		$30.4K Sell
746
-88
-11% -$3.34K ﹤0.01% 255
2022
Q3 		$28K Hold
834
– – ﹤0.01% 272
2022
Q2 		$32K Buy
+834
New +$33.4K ﹤0.01% 277
2019
Q1 		– Sell
-31,440
Closed -$1.35M – 206
2018
Q4 		$1.35M Buy
+31,440
New +$1.63M 0.18% 81
2017
Q3 		– Sell
-3,028
Closed -$259K – 123
2017
Q2 		$259K Sell
3,028
-3,077
-50% -$279K 0.03% 114
2017
Q1 		$554K Sell
6,105
-33
-0.5% -$2.97K 0.07% 102
2016
Q4 		$536K Hold
6,138
– – 0.08% 101
2016
Q3 		$549K Sell
6,138
-205
-3% -$18.1K 0.08% 100
2016
Q2 		$561K Buy
6,343
+2,684
+73% +$221K 0.09% 99
2016
Q1 		$287K Buy
+3,659
New +$274K 0.05% 96

Other funds holding KHC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Valley Wealth Managers's KHC Position: Q2 2025 in Review

Valley Wealth Managers sold out of Kraft Heinz (KHC) in Q2 2025, closing a stake of 340 shares — an estimated $10.3K sold.

Valley Wealth Managers first reported a position in KHC in Q1 2016 and held it in 19 quarters. The position peaked at $1.35M in Q4 2018. 1,103 funds tracked by Wall St. Rank hold KHC as of Q2 2025.

  • Valley Wealth Managers reported no remaining Kraft Heinz position as of Q2 2025 after selling out during the quarter.
  • Valley Wealth Managers sold 340 Kraft Heinz shares in Q2 2025, an estimated $10.3K.
  • Valley Wealth Managers first reported a position in Kraft Heinz in Q1 2016 and held it in 19 quarters.
  • Valley Wealth Managers's Kraft Heinz position peaked at $1.35M in Q4 2018.
  • 1,103 funds tracked by Wall St. Rank held Kraft Heinz as of Q2 2025.

Based on Valley Wealth Managers's 13F filing for Q2 2025, filed 6 Aug 2025.