Aperture Investors’s The Kraft Heinz Company KHC Stock Holding History

Aperture Investors’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 Q4	–	Sell	-51,953	Closed	-$1.75M	–	79
2023 Q3	$1.75M	Buy	+51,953	New	+$1.79M	0.28%	59
2022 Q4	–	Sell	-18,800	Closed	-$627K	–	82
2022 Q3	$627K	Hold	18,800	–	–	0.1%	70
2022 Q2	$717K	Buy	+18,800	New	+$753K	0.12%	64
2021 Q2	–	Sell	-58,344	Closed	-$2.33M	–	109
2021 Q1	$2.33M	Buy	+58,344	New	+$2.1M	0.36%	67

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Aperture Investors's KHC Position: Q4 2023 in Review

Aperture Investors sold out of The Kraft Heinz Company (KHC) in Q4 2023, closing a stake of 51,953 shares — an estimated $1.75M sold.

Aperture Investors first reported a position in KHC in Q1 2021 and held it in 4 quarters. The position peaked at $2.33M in Q1 2021. 1,182 funds tracked by Wall St. Rank hold KHC as of Q4 2023.

Aperture Investors reported no remaining The Kraft Heinz Company position as of Q4 2023 after selling out during the quarter.
Aperture Investors sold 51,953 The Kraft Heinz Company shares in Q4 2023, an estimated $1.75M.
Aperture Investors first reported a position in The Kraft Heinz Company in Q1 2021 and held it in 4 quarters.
Aperture Investors's The Kraft Heinz Company position peaked at $2.33M in Q1 2021.
1,182 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q4 2023.

Based on Aperture Investors's 13F filing for Q4 2023, filed 14 Feb 2024.