XF
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XML Financial’s The Kraft Heinz Company KHC Stock Holding History

XML Financial’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
Q4 		– Sell
-8,775
Closed -$229K – 452
2025
Q3 		$229K Hold
8,775
– – 0.02% 356
2025
Q2 		$227K Buy
8,775
+250
+3% +$6.94K 0.02% 339
2025
Q1 		$259K Buy
8,525
+1,377
+19% +$41.2K 0.02% 302
2024
Q4 		$220K Buy
7,148
+1,427
+25% +$46.8K 0.02% 328
2024
Q3 		$201K Buy
+5,721
New +$197K 0.02% 331
2020
Q3 		– Sell
-8,982
Closed -$286K – 201
2020
Q2 		$286K Buy
8,982
+1
+0% +$30 0.1% 149
2020
Q1 		$222K Buy
8,981
+464
+5% +$12.7K 0.1% 156
2019
Q4 		$274K Buy
+8,517
New +$258K 0.1% 141

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
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
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

XML Financial's KHC Position: Q4 2025 in Review

XML Financial sold out of The Kraft Heinz Company (KHC) in Q4 2025, closing a stake of 8,775 shares — an estimated $229K sold.

XML Financial first reported a position in KHC in Q4 2019 and held it in 8 quarters. The position peaked at $286K in Q2 2020. 1,118 funds tracked by Wall St. Rank hold KHC as of Q4 2025.

  • XML Financial reported no remaining The Kraft Heinz Company position as of Q4 2025 after selling out during the quarter.
  • XML Financial sold 8,775 The Kraft Heinz Company shares in Q4 2025, an estimated $229K.
  • XML Financial first reported a position in The Kraft Heinz Company in Q4 2019 and held it in 8 quarters.
  • XML Financial's The Kraft Heinz Company position peaked at $286K in Q2 2020.
  • 1,118 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q4 2025.

Based on XML Financial's 13F filing for Q4 2025, filed 11 Feb 2026.