Aspen Wealth Strategies’s Kraft Heinz 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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Aspen Wealth Strategies sold out of Kraft Heinz (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 Kraft Heinz position as of Q3 2023 after selling out during the quarter.
Aspen Wealth Strategies sold 24,870 Kraft Heinz shares in Q3 2023, an estimated $883K.
Aspen Wealth Strategies first reported a position in Kraft Heinz in Q2 2023 and held it in 1 quarter.
Aspen Wealth Strategies's Kraft Heinz position peaked at $883K in Q2 2023.
1,127 funds tracked by Wall St. Rank held Kraft Heinz as of Q3 2023.

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