BDO Wealth Advisors’s Kraft Heinz KHC Stock Holding History

BDO Wealth Advisors’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 Q2	$22.4K	Hold	630	–	–	﹤0.01%	561
2023 Q1	$24.4K	Hold	630	–	–	﹤0.01%	552
2022 Q4	$25.6K	Hold	630	–	–	﹤0.01%	529
2022 Q3	$21K	Hold	630	–	–	﹤0.01%	566
2022 Q2	$24K	Hold	630	–	–	﹤0.01%	528
2022 Q1	$25K	Buy	630 +200	+47%	+$7.49K	﹤0.01%	563
2021 Q4	$15K	Sell	430 -287	-40%	-$10.3K	﹤0.01%	668
2021 Q3	$26K	Sell	717 -97	-12%	-$3.65K	﹤0.01%	558
2021 Q2	$33K	Sell	814 -41	-5%	-$1.73K	﹤0.01%	532
2021 Q1	$34K	Buy	855 +334	+64%	+$12K	﹤0.01%	515
2020 Q4	$18K	Buy	521 +1	+0.2%	+$32	﹤0.01%	474
2020 Q3	$16K	Sell	520 -80	-13%	-$2.66K	﹤0.01%	445
2020 Q2	$19K	Sell	600 -249	-29%	-$7.48K	﹤0.01%	432
2020 Q1	$21K	Buy	849 +330	+64%	+$9.05K	﹤0.01%	446
2019 Q4	$17K	Hold	519	–	–	﹤0.01%	400
2019 Q3	$14K	Buy	519 +1	+0.2%	+$29	﹤0.01%	436
2019 Q2	$16K	Sell	518 -18	-3%	-$567	﹤0.01%	403
2019 Q1	$17K	Buy	536 +151	+39%	+$6.15K	﹤0.01%	383
2018 Q4	$17K	Buy	385 +1	+0.3%	+$52	0.01%	363
2018 Q3	$21K	Hold	384	–	–	0.01%	377
2018 Q2	$24K	Buy	384 +164	+75%	+$9.73K	0.01%	367
2018 Q1	$14K	Buy	220 +58	+36%	+$4.15K	0.01%	365
2017 Q4	$13K	Sell	162 -28	-15%	-$2.2K	0.01%	314
2017 Q3	$15K	Sell	190 -71	-27%	-$5.94K	0.01%	278
2017 Q2	$22K	Buy	+261	New	+$23.7K	0.01%	295

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

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

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

BDO Wealth Advisors's KHC Position: Q2 2023 in Review

BDO Wealth Advisors held its Kraft Heinz (KHC) position steady in Q2 2023 at 630 shares worth $22.4K. The position accounts for ﹤0.01% of the portfolio, ranked #561.

BDO Wealth Advisors first reported a position in KHC in Q2 2017 and has held it in 25 quarters since. The position peaked at $34K in Q1 2021. 1,164 funds tracked by Wall St. Rank hold KHC as of Q2 2023.

BDO Wealth Advisors held 630 shares of Kraft Heinz worth $22.4K as of Q2 2023.
BDO Wealth Advisors left its Kraft Heinz share count unchanged in Q2 2023.
Kraft Heinz made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #561 holding.
BDO Wealth Advisors first reported a position in Kraft Heinz in Q2 2017 and has held it in 25 quarters since.
BDO Wealth Advisors's Kraft Heinz position peaked at $34K in Q1 2021.
1,164 funds tracked by Wall St. Rank held Kraft Heinz as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.