Ownership history in XML Financial, LLC · 8 quarters on record
This page tracks every 13F SEC filing in which XML Financial, LLC reported a position in KRAFT HEINZ CO (KHC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 8,775 | — | 0% | 0.02% | $229K | $25.21 |
| 2025 Q2 | ADDED | 8,775 | +250 | +2.9% | 0.02% | $227K | $24.64 |
| 2025 Q1 | ADDED | 8,525 | +1,377 | +19.3% | 0.02% | $259K | $28.60 |
| 2024 Q4 | ADDED | 7,148 | +1,427 | +24.9% | 0.02% | $220K | $28.50 |
As of 2025 Q4 — sorted by position size