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Aspen Wealth Strategies’s The Kraft Heinz Company KHC Stock Holding History

Aspen Wealth Strategies’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
Q3 		– Sell
-24,870
Closed -$883K – 78
2023
Q2 		$883K Buy
+24,870
New +$957K 0.67% 24

Other funds holding KHC

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BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Aspen Wealth Strategies's KHC Position: Q3 2023 in Review

Aspen Wealth Strategies sold out of The Kraft Heinz Company (KHC) in Q3 2023, closing a stake of 24,870 shares — an estimated $883K sold.

Aspen Wealth Strategies first reported a position in KHC in Q2 2023 and held it in 1 quarter. The position peaked at $883K in Q2 2023. 1,127 funds tracked by Wall St. Rank hold KHC as of Q3 2023.

  • Aspen Wealth Strategies reported no remaining The Kraft Heinz Company position as of Q3 2023 after selling out during the quarter.
  • Aspen Wealth Strategies sold 24,870 The Kraft Heinz Company shares in Q3 2023, an estimated $883K.
  • Aspen Wealth Strategies first reported a position in The Kraft Heinz Company in Q2 2023 and held it in 1 quarter.
  • Aspen Wealth Strategies's The Kraft Heinz Company position peaked at $883K in Q2 2023.
  • 1,127 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q3 2023.

Based on Aspen Wealth Strategies's 13F filing for Q3 2023, filed 1 Nov 2023.