Values First Advisors’s Kraft Heinz KHC Stock Holding History

Values First 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 Q1	–	Sell	-1,037	Closed	-$31.9K	–	209
2024 Q4	$31.9K	Buy	1,037 +13	+1%	+$426	0.02%	204
2024 Q3	$35.9K	Buy	+1,024	New	+$35.2K	0.02%	249

Other funds holding KHC

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Values First Advisors's KHC Position: Q1 2025 in Review

Values First Advisors sold out of Kraft Heinz (KHC) in Q1 2025, closing a stake of 1,037 shares — an estimated $31.9K sold.

Values First Advisors first reported a position in KHC in Q3 2024 and held it in 2 quarters. The position peaked at $35.9K in Q3 2024. 1,164 funds tracked by Wall St. Rank hold KHC as of Q1 2025.

Values First Advisors reported no remaining Kraft Heinz position as of Q1 2025 after selling out during the quarter.
Values First Advisors sold 1,037 Kraft Heinz shares in Q1 2025, an estimated $31.9K.
Values First Advisors first reported a position in Kraft Heinz in Q3 2024 and held it in 2 quarters.
Values First Advisors's Kraft Heinz position peaked at $35.9K in Q3 2024.
1,164 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2025.

Based on Values First Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.