KHC KRAFT HEINZ CO

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.

Peak position
0.1% (2019 Q4)
Avg. % of fund
0.05%
First filed
2019 Q4
Last filed
2025 Q3
Quarters held
8
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
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% of Fund (quarterly)    KHC price (monthly, adj. close)
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