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

Williams Jones 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
Q1 		– Sell
-6,981
Closed -$214K – 510
2024
Q4 		$214K Buy
6,981
+127
+2% +$4.16K ﹤0.01% 456
2024
Q3 		$241K Sell
6,854
-204
-3% -$7.02K ﹤0.01% 466
2024
Q2 		$227K Sell
7,058
-1,150
-14% -$41K ﹤0.01% 461
2024
Q1 		$303K Sell
8,208
-355
-4% -$12.9K ﹤0.01% 429
2023
Q4 		$317K Sell
8,563
-150
-2% -$5.1K ﹤0.01% 415
2023
Q3 		$293K Sell
8,713
-202
-2% -$6.98K ﹤0.01% 421
2023
Q2 		$316K Hold
8,915
– – ﹤0.01% 419
2023
Q1 		$345K Sell
8,915
-255
-3% -$10.1K 0.01% 424
2022
Q4 		$373K Sell
9,170
-116
-1% -$4.4K 0.01% 409
2022
Q3 		$310K Buy
9,286
+7
+0.1% +$260 0.01% 439
2022
Q2 		$354K Buy
+9,279
New +$372K 0.01% 422

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Williams Jones Wealth Management's KHC Position: Q1 2025 in Review

Williams Jones Wealth Management sold out of The Kraft Heinz Company (KHC) in Q1 2025, closing a stake of 6,981 shares — an estimated $214K sold.

Williams Jones Wealth Management first reported a position in KHC in Q2 2022 and held it in 11 quarters. The position peaked at $373K in Q4 2022. 1,168 funds tracked by Wall St. Rank hold KHC as of Q1 2025.

  • Williams Jones Wealth Management reported no remaining The Kraft Heinz Company position as of Q1 2025 after selling out during the quarter.
  • Williams Jones Wealth Management sold 6,981 The Kraft Heinz Company shares in Q1 2025, an estimated $214K.
  • Williams Jones Wealth Management first reported a position in The Kraft Heinz Company in Q2 2022 and held it in 11 quarters.
  • Williams Jones Wealth Management's The Kraft Heinz Company position peaked at $373K in Q4 2022.
  • 1,168 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q1 2025.

Based on Williams Jones Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.