AWM
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Accel Wealth Management’s Kraft Heinz KHC Stock Holding History

Accel 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
2023
Q2 		– Sell
-480
Closed -$18.6K – 542
2023
Q1 		$18.6K Buy
480
+2
+0.4% +$79 0.01% 739
2022
Q4 		$19.5K Buy
478
+211
+79% +$8.01K 0.01% 562
2022
Q3 		$9K Hold
267
– – ﹤0.01% 758
2022
Q2 		$10K Hold
267
– – 0.01% 702
2022
Q1 		$11K Hold
267
– – 0.01% 693
2021
Q4 		$10K Hold
267
– – ﹤0.01% 712
2021
Q3 		$10K Hold
267
– – 0.01% 641
2021
Q2 		$11K Hold
267
– – 0.01% 677
2021
Q1 		$11K Hold
267
– – 0.01% 640
2020
Q4 		$9K Buy
+267
New +$8.67K 0.01% 632

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Vanguard Group
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State Street
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Bank of America
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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return