Aquila Investment Management’s Kraft Heinz KHC Stock Holding History

Aquila Investment 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
2024 Q3	$1.26M	Hold	36,000	–	–	1.41%	31
2024 Q2	$1.16M	Hold	36,000	–	–	1.09%	43
2024 Q1	$1.33M	Hold	36,000	–	–	1.13%	40
2023 Q4	$1.33M	Buy	36,000 +3,000	+9%	+$102K	1.15%	39
2023 Q3	$1.11M	Sell	33,000 -19,000	-37%	-$656K	1.02%	46
2023 Q2	$1.85M	Sell	52,000 -1,000	-2%	-$38.5K	1.51%	23
2023 Q1	$2.05M	Buy	53,000 +14,000	+36%	+$554K	1.69%	15
2022 Q4	$1.59M	Sell	39,000 -28,000	-42%	-$1.06M	1.23%	32
2022 Q3	$2.23M	Buy	67,000 +10,000	+18%	+$372K	1.67%	16
2022 Q2	$2.17M	Buy	+57,000	New	+$2.28M	1.54%	24

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 $3.37T AUM 44.26% 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

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Aquila Investment Management's KHC Position: Q3 2024 in Review

Aquila Investment Management held its Kraft Heinz (KHC) position steady in Q3 2024 at 36,000 shares worth $1.26M. The position accounts for 1.41% of the portfolio, ranked #31.

Aquila Investment Management first reported a position in KHC in Q2 2022 and has held it in 10 quarters since. The position peaked at $2.23M in Q3 2022. 1,190 funds tracked by Wall St. Rank hold KHC as of Q3 2024.

Aquila Investment Management held 36,000 shares of Kraft Heinz worth $1.26M as of Q3 2024.
Aquila Investment Management left its Kraft Heinz share count unchanged in Q3 2024.
Kraft Heinz made up 1.41% of Aquila Investment Management's portfolio in Q3 2024, its #31 holding.
Aquila Investment Management first reported a position in Kraft Heinz in Q2 2022 and has held it in 10 quarters since.
Aquila Investment Management's Kraft Heinz position peaked at $2.23M in Q3 2022.
1,190 funds tracked by Wall St. Rank held Kraft Heinz as of Q3 2024.

Based on Aquila Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.