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Valued Wealth Advisors’s Kraft Heinz 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 $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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

Valued Wealth Advisors sold out of Kraft Heinz (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. 1,102 funds tracked by Wall St. Rank hold KHC as of Q2 2025.

  • Valued Wealth Advisors reported no remaining Kraft Heinz position as of Q2 2025 after selling out during the quarter.
  • Valued Wealth Advisors sold 24 Kraft Heinz shares in Q2 2025, an estimated $740.
  • Valued Wealth Advisors first reported a position in Kraft Heinz in Q4 2023 and held it in 6 quarters.
  • Valued Wealth Advisors's Kraft Heinz position peaked at $1.72K in Q3 2024.
  • 1,102 funds tracked by Wall St. Rank held Kraft Heinz as of Q2 2025.

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