Western Wealth Management’s The Kraft Heinz Company KHC Stock Holding History

Western Wealth Management’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	-8,539	Closed	-$260K	–	740
2025 Q1	$260K	Buy	+8,539	New	+$256K	0.02%	572
2023 Q2	–	Sell	-16,099	Closed	-$623K	–	662
2023 Q1	$623K	Buy	16,099 +10,924	+211%	+$433K	0.06%	322
2022 Q4	$211K	Buy	+5,175	New	+$196K	0.02%	561

Other funds holding KHC

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Western Wealth Management's KHC Position: Q2 2025 in Review

Western Wealth Management sold out of The Kraft Heinz Company (KHC) in Q2 2025, closing a stake of 8,539 shares — an estimated $260K sold.

Western Wealth Management first reported a position in KHC in Q4 2022 and held it in 3 quarters. The position peaked at $623K in Q1 2023. 1,104 funds tracked by Wall St. Rank hold KHC as of Q2 2025.

Western Wealth Management reported no remaining The Kraft Heinz Company position as of Q2 2025 after selling out during the quarter.
Western Wealth Management sold 8,539 The Kraft Heinz Company shares in Q2 2025, an estimated $260K.
Western Wealth Management first reported a position in The Kraft Heinz Company in Q4 2022 and held it in 3 quarters.
Western Wealth Management's The Kraft Heinz Company position peaked at $623K in Q1 2023.
1,104 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q2 2025.

Based on Western Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.