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Alterna Wealth Management’s Kraft Heinz KHC Stock Holding History

Alterna 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
Q1 		– Sell
-6,511
Closed -$265K – 122
2022
Q4 		$265K Hold
6,511
– – 0.3% 61
2022
Q3 		$217K Buy
6,511
+444
+7% +$16.5K 0.26% 62
2022
Q2 		$231K Buy
+6,067
New +$243K 0.23% 67
2019
Q1 		– Sell
-5,591
Closed -$479K – 230
2018
Q4 		$479K Buy
+5,591
New +$290K 0.08% 186

Other funds holding KHC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Alterna Wealth Management's KHC Position: Q1 2023 in Review

Alterna Wealth Management sold out of Kraft Heinz (KHC) in Q1 2023, closing a stake of 6,511 shares — an estimated $265K sold.

Alterna Wealth Management first reported a position in KHC in Q4 2018 and held it in 4 quarters. The position peaked at $479K in Q4 2018. 1,139 funds tracked by Wall St. Rank hold KHC as of Q1 2023.

  • Alterna Wealth Management reported no remaining Kraft Heinz position as of Q1 2023 after selling out during the quarter.
  • Alterna Wealth Management sold 6,511 Kraft Heinz shares in Q1 2023, an estimated $265K.
  • Alterna Wealth Management first reported a position in Kraft Heinz in Q4 2018 and held it in 4 quarters.
  • Alterna Wealth Management's Kraft Heinz position peaked at $479K in Q4 2018.
  • 1,139 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2023.

Based on Alterna Wealth Management's 13F filing for Q1 2023, filed 26 May 2023.