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Beach Investment Counsel’s Kraft Heinz KHC Stock Holding History

Beach Investment Counsel’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
-433
Closed -$15K – 170
2024
Q3 		$15K Hold
433
– – ﹤0.01% 197
2024
Q2 		$14K Buy
+433
New +$15.4K ﹤0.01% 211

Other funds holding KHC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
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
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

Beach Investment Counsel's KHC Position: Q4 2024 in Review

Beach Investment Counsel sold out of Kraft Heinz (KHC) in Q4 2024, closing a stake of 433 shares — an estimated $15K sold.

Beach Investment Counsel first reported a position in KHC in Q2 2024 and held it in 2 quarters. The position peaked at $15K in Q3 2024. 1,191 funds tracked by Wall St. Rank hold KHC as of Q4 2024.

  • Beach Investment Counsel reported no remaining Kraft Heinz position as of Q4 2024 after selling out during the quarter.
  • Beach Investment Counsel sold 433 Kraft Heinz shares in Q4 2024, an estimated $15K.
  • Beach Investment Counsel first reported a position in Kraft Heinz in Q2 2024 and held it in 2 quarters.
  • Beach Investment Counsel's Kraft Heinz position peaked at $15K in Q3 2024.
  • 1,191 funds tracked by Wall St. Rank held Kraft Heinz as of Q4 2024.

Based on Beach Investment Counsel's 13F filing for Q4 2024, filed 27 Jan 2025.