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Baystate Wealth Management’s Kraft Heinz KHC Stock Holding History

Baystate 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
2023
Q4 		$718 Sell
19
-31
-62% -$1.05K ﹤0.01% 1179
2023
Q3 		$1.69K Buy
50
+1
+2% +$35 ﹤0.01% 827
2023
Q2 		$1.76K Hold
49
– – ﹤0.01% 860
2023
Q1 		$1.9K Buy
49
+1
+2% +$40 ﹤0.01% 840
2022
Q4 		$2K Hold
48
– – ﹤0.01% 799
2022
Q3 		$2K Buy
48
+1
+2% +$37 ﹤0.01% 754
2022
Q2 		$2K Hold
47
– – ﹤0.01% 766
2022
Q1 		$2K Buy
47
+19
+68% +$712 ﹤0.01% 762
2021
Q4 		$1K Hold
28
– – ﹤0.01% 832
2021
Q3 		$1K Hold
28
– – ﹤0.01% 772
2021
Q2 		$1K Buy
28
+1
+4% +$42 ﹤0.01% 739
2021
Q1 		$1K Hold
27
– – ﹤0.01% 668
2020
Q4 		$1K Hold
27
– – ﹤0.01% 629
2020
Q3 		$1K Buy
27
+1
+4% +$33 ﹤0.01% 591
2020
Q2 		$1K Sell
26
-118
-82% -$3.54K ﹤0.01% 609
2020
Q1 		$4K Buy
144
+2
+1% +$55 ﹤0.01% 448
2019
Q4 		$5K Sell
142
-25
-15% -$757 ﹤0.01% 453
2019
Q3 		$5K Buy
167
+3
+2% +$86 ﹤0.01% 419
2019
Q2 		$5K Sell
164
-298
-65% -$9.39K ﹤0.01% 431
2019
Q1 		$15K Buy
462
+289
+167% +$11.8K ﹤0.01% 336
2018
Q4 		$8K Buy
173
+15
+9% +$777 ﹤0.01% 396
2018
Q3 		$9K Buy
158
+1
+0.6% +$60 ﹤0.01% 384
2018
Q2 		$10K Buy
157
+2
+1% +$119 ﹤0.01% 375
2018
Q1 		$9K Sell
155
-167
-52% -$12K ﹤0.01% 370
2017
Q4 		$26K Sell
322
-100
-24% -$7.86K ﹤0.01% 267
2017
Q3 		$33K Buy
422
+168
+66% +$14.1K 0.01% 226
2017
Q2 		$22K Buy
254
+1
+0.4% +$91 ﹤0.01% 268
2017
Q1 		$23K Sell
253
-91
-26% -$8.2K ﹤0.01% 256
2016
Q4 		$30K Buy
+344
New +$29.4K 0.01% 191

Other funds holding KHC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Baystate Wealth Management's KHC Position: Q4 2023 in Review

Baystate Wealth Management reduced its Kraft Heinz (KHC) stake by 62% in Q4 2023, selling an estimated $1.05K and leaving 19 shares worth $718. The position accounts for ﹤0.01% of the portfolio, ranked #1179.

Baystate Wealth Management first reported a position in KHC in Q4 2016 and has held it in 29 quarters since. The position peaked at $33K in Q3 2017. 1,181 funds tracked by Wall St. Rank hold KHC as of Q4 2023.

  • Baystate Wealth Management held 19 shares of Kraft Heinz worth $718 as of Q4 2023.
  • Baystate Wealth Management sold 31 Kraft Heinz shares in Q4 2023, an estimated $1.05K.
  • Kraft Heinz made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1179 holding.
  • Baystate Wealth Management first reported a position in Kraft Heinz in Q4 2016 and has held it in 29 quarters since.
  • Baystate Wealth Management's Kraft Heinz position peaked at $33K in Q3 2017.
  • 1,181 funds tracked by Wall St. Rank held Kraft Heinz as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.