Atwood & Palmer’s Kraft Heinz KHC Stock Holding History

Atwood & Palmer’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	-48	Closed	-$1.61K	–	418
2023 Q3	$1.61K	Hold	48	–	–	﹤0.01%	372
2023 Q2	$1.7K	Hold	48	–	–	﹤0.01%	374
2023 Q1	$1.86K	Hold	48	–	–	﹤0.01%	347
2022 Q4	$1.95K	Hold	48	–	–	﹤0.01%	366
2022 Q3	$2K	Hold	48	–	–	﹤0.01%	358
2022 Q2	$2K	Hold	48	–	–	﹤0.01%	379
2022 Q1	$2K	Hold	48	–	–	﹤0.01%	425
2021 Q4	$2K	Hold	48	–	–	﹤0.01%	439
2021 Q3	$2K	Hold	48	–	–	﹤0.01%	416
2021 Q2	$2K	Hold	48	–	–	﹤0.01%	403
2021 Q1	$2K	Hold	48	–	–	﹤0.01%	426
2020 Q4	$2K	Buy	+48	New	+$1.56K	﹤0.01%	356
2019 Q2	–	Sell	-185	Closed	-$6K	–	325
2019 Q1	$6K	Hold	185	–	–	﹤0.01%	278
2018 Q4	$8K	Hold	185	–	–	﹤0.01%	258
2018 Q3	$10K	Sell	185 -21	-10%	-$1.25K	﹤0.01%	257
2018 Q2	$13K	Buy	+206	New	+$12.2K	﹤0.01%	251
2017 Q3	–	Sell	-84	Closed	-$7K	–	309
2017 Q2	$7K	Buy	84 +50	+147%	+$4.53K	﹤0.01%	269
2017 Q1	$3K	Hold	34	–	–	﹤0.01%	273
2016 Q4	$3K	Hold	34	–	–	﹤0.01%	306
2016 Q3	$3K	Hold	34	–	–	﹤0.01%	301
2016 Q2	$3K	Hold	34	–	–	﹤0.01%	284
2016 Q1	$3K	Hold	34	–	–	﹤0.01%	289
2015 Q4	$2K	Hold	34	–	–	﹤0.01%	379
2015 Q3	$2K	Buy	+34	New	+$2.57K	﹤0.01%	408

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

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

Atwood & Palmer's KHC Position: Q4 2023 in Review

Atwood & Palmer sold out of Kraft Heinz (KHC) in Q4 2023, closing a stake of 48 shares — an estimated $1.61K sold.

Atwood & Palmer first reported a position in KHC in Q3 2015 and held it in 24 quarters. The position peaked at $13K in Q2 2018. 1,182 funds tracked by Wall St. Rank hold KHC as of Q4 2023.

Atwood & Palmer reported no remaining Kraft Heinz position as of Q4 2023 after selling out during the quarter.
Atwood & Palmer sold 48 Kraft Heinz shares in Q4 2023, an estimated $1.61K.
Atwood & Palmer first reported a position in Kraft Heinz in Q3 2015 and held it in 24 quarters.
Atwood & Palmer's Kraft Heinz position peaked at $13K in Q2 2018.
1,182 funds tracked by Wall St. Rank held Kraft Heinz as of Q4 2023.

Based on Atwood & Palmer's 13F filing for Q4 2023, filed 12 Jan 2024.