180 Wealth Advisors’s The Kraft Heinz Company KHC Stock Holding History

180 Wealth Advisors’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
2024 Q4	–	Sell	-6,347	Closed	-$223K	–	446
2024 Q3	$223K	Sell	6,347 -203	-3%	-$6.98K	0.04%	385
2024 Q2	$211K	Buy	6,550 +100	+2%	+$3.56K	0.03%	394
2024 Q1	$238K	Sell	6,450 -283	-4%	-$10.3K	0.04%	339
2023 Q4	$257K	Buy	6,733 +37	+0.6%	+$1.26K	0.05%	310
2023 Q3	$225K	Buy	6,696 +185	+3%	+$6.39K	0.05%	310
2023 Q2	$233K	Buy	6,511 +124	+2%	+$4.77K	0.05%	302
2023 Q1	$247K	Sell	6,387 -37	-0.6%	-$1.47K	0.06%	298
2022 Q4	$255K	Buy	+6,424	New	+$244K	0.06%	295
2018 Q3	–	Sell	-9,985	Closed	-$627K	–	262
2018 Q2	$627K	Buy	9,985 +1,820	+22%	+$108K	0.31%	95
2018 Q1	$514K	Sell	8,165 -3,533	-30%	-$253K	0.27%	113
2017 Q4	$910K	Buy	+11,698	New	+$919K	0.46%	66

Other funds holding KHC

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

180 Wealth Advisors's KHC Position: Q4 2024 in Review

180 Wealth Advisors sold out of The Kraft Heinz Company (KHC) in Q4 2024, closing a stake of 6,347 shares — an estimated $223K sold.

180 Wealth Advisors first reported a position in KHC in Q4 2017 and held it in 11 quarters. The position peaked at $910K in Q4 2017. 1,192 funds tracked by Wall St. Rank hold KHC as of Q4 2024.

180 Wealth Advisors reported no remaining The Kraft Heinz Company position as of Q4 2024 after selling out during the quarter.
180 Wealth Advisors sold 6,347 The Kraft Heinz Company shares in Q4 2024, an estimated $223K.
180 Wealth Advisors first reported a position in The Kraft Heinz Company in Q4 2017 and held it in 11 quarters.
180 Wealth Advisors's The Kraft Heinz Company position peaked at $910K in Q4 2017.
1,192 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q4 2024.

Based on 180 Wealth Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.