Aspiriant LLC’s Kraft Heinz KHC Stock Holding History

Aspiriant LLC’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 Q4	–	Sell	-6,265	Closed	-$220K	–	302
2024 Q3	$220K	Sell	6,265 -29	-0.5%	-$998	0.01%	270
2024 Q2	$203K	Sell	6,294 -595	-9%	-$21.2K	0.01%	273
2024 Q1	$254K	Buy	6,889 +166	+2%	+$6.03K	0.01%	278
2023 Q4	$249K	Buy	6,723 +196	+3%	+$6.66K	0.01%	265
2023 Q3	$220K	Sell	6,527 -9	-0.1%	-$311	0.01%	262
2023 Q2	$232K	Buy	6,536 +77	+1%	+$2.96K	0.01%	259
2023 Q1	$250K	Buy	6,459 +15	+0.2%	+$594	0.01%	240
2022 Q4	$262K	Buy	6,444 +249	+4%	+$9.45K	0.01%	231
2022 Q3	$207K	Sell	6,195 -42	-0.7%	-$1.56K	0.01%	250
2022 Q2	$239K	Hold	6,237	–	–	0.01%	239
2022 Q1	$246K	Sell	6,237 -69	-1%	-$2.58K	0.01%	245
2021 Q4	$226K	Buy	6,306 +226	+4%	+$8.12K	0.01%	254
2021 Q3	$224K	Sell	6,080 -13	-0.2%	-$489	0.01%	216
2021 Q2	$249K	Buy	+6,093	New	+$256K	0.01%	212
2017 Q3	–	Sell	-2,363	Closed	-$202K	–	212
2017 Q2	$202K	Buy	2,363 +45	+2%	+$4.08K	0.02%	201
2017 Q1	$210K	Buy	+2,318	New	+$209K	0.02%	200

Other funds holding KHC

Berkshire Hathaway

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

Geode Capital Management

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

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

Hotchkis & Wiley Capital Management

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Bank of America

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors

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