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Valued Wealth Advisors’s The Kraft Heinz Company KHC Stock Holding History

Valued Wealth Advisors’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
-24
Closed -$740 – 637
2025
Q1 		$740 Sell
24
-32
-57% -$958 ﹤0.01% 513
2024
Q4 		$1.72K Buy
56
+7
+14% +$229 ﹤0.01% 422
2024
Q3 		$1.72K Buy
49
+14
+40% +$482 ﹤0.01% 392
2024
Q2 		$1.13K Hold
35
– – ﹤0.01% 429
2024
Q1 		$1.29K Sell
35
-1
-3% -$36 ﹤0.01% 415
2023
Q4 		$1.21K Buy
+36
New +$1.22K ﹤0.01% 364

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 $3.38T AUM 44.17% 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

Valued Wealth Advisors's KHC Position: Q2 2025 in Review

Valued Wealth Advisors sold out of The Kraft Heinz Company (KHC) in Q2 2025, closing a stake of 24 shares — an estimated $740 sold.

Valued Wealth Advisors first reported a position in KHC in Q4 2023 and held it in 6 quarters. The position peaked at $1.72K in Q3 2024. 1,104 funds tracked by Wall St. Rank hold KHC as of Q2 2025.

  • Valued Wealth Advisors reported no remaining The Kraft Heinz Company position as of Q2 2025 after selling out during the quarter.
  • Valued Wealth Advisors sold 24 The Kraft Heinz Company shares in Q2 2025, an estimated $740.
  • Valued Wealth Advisors first reported a position in The Kraft Heinz Company in Q4 2023 and held it in 6 quarters.
  • Valued Wealth Advisors's The Kraft Heinz Company position peaked at $1.72K in Q3 2024.
  • 1,104 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q2 2025.

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