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Baker Tilly Wealth Management’s The Kraft Heinz Company KHC Stock Holding History

Baker Tilly Wealth 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
Q1 		– Sell
-5,524
Closed -$204K – 444
2023
Q4 		$204K Buy
+5,524
New +$188K 0.03% 450
2023
Q2 		– Sell
-5,402
Closed -$209K – 563
2023
Q1 		$209K Buy
+5,402
New +$214K 0.02% 516
2022
Q4 		– Sell
-7,379
Closed -$246K – 553
2022
Q3 		$246K Buy
+7,379
New +$274K 0.03% 440

Other funds holding KHC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
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
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Baker Tilly Wealth Management's KHC Position: Q1 2024 in Review

Baker Tilly Wealth Management sold out of The Kraft Heinz Company (KHC) in Q1 2024, closing a stake of 5,524 shares — an estimated $204K sold.

Baker Tilly Wealth Management first reported a position in KHC in Q3 2022 and held it in 3 quarters. The position peaked at $246K in Q3 2022. 1,166 funds tracked by Wall St. Rank hold KHC as of Q1 2024.

  • Baker Tilly Wealth Management reported no remaining The Kraft Heinz Company position as of Q1 2024 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 5,524 The Kraft Heinz Company shares in Q1 2024, an estimated $204K.
  • Baker Tilly Wealth Management first reported a position in The Kraft Heinz Company in Q3 2022 and held it in 3 quarters.
  • Baker Tilly Wealth Management's The Kraft Heinz Company position peaked at $246K in Q3 2022.
  • 1,166 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q1 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.