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Belpointe Asset Management’s Kraft Heinz KHC Stock Holding History

Belpointe Asset 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
Q2 		– Sell
-7,303
Closed -$269K – 896
2024
Q1 		$269K Buy
7,303
+482
+7% +$17.5K 0.02% 635
2023
Q4 		$252K Buy
+6,821
New +$232K 0.02% 591
2023
Q2 		– Sell
-28,965
Closed -$1.12M – 2052
2023
Q1 		$1.12M Buy
28,965
+1,642
+6% +$65K 0.06% 304
2022
Q4 		$1.11M Buy
27,323
+729
+3% +$27.7K 0.07% 294
2022
Q3 		$887K Buy
26,594
+1,909
+8% +$70.9K 0.06% 328
2022
Q2 		$942K Buy
24,685
+833
+3% +$33.4K 0.06% 310
2022
Q1 		$939K Buy
23,852
+898
+4% +$33.6K 0.06% 355
2021
Q4 		$825K Buy
22,954
+1,605
+8% +$57.7K 0.05% 374
2021
Q3 		$786K Buy
21,349
+4,148
+24% +$156K 0.05% 375
2021
Q2 		$701K Sell
17,201
-14,296
-45% -$602K 0.05% 393
2021
Q1 		$1.2M Buy
31,497
+1,720
+6% +$62K 0.1% 216
2020
Q4 		$970K Buy
29,777
+14,616
+96% +$475K 0.09% 256
2020
Q3 		$454K Buy
15,161
+189
+1% +$6.29K 0.05% 349
2020
Q2 		$478K Buy
14,972
+1,414
+10% +$42.5K 0.06% 317
2020
Q1 		$335K Buy
13,558
+1,920
+16% +$52.7K 0.06% 313
2019
Q4 		$374K Buy
11,638
+186
+2% +$5.63K 0.05% 385
2019
Q3 		$320K Buy
11,452
+404
+4% +$11.6K 0.05% 382
2019
Q2 		$343K Sell
11,048
-1,326
-11% -$41.8K 0.07% 308
2019
Q1 		$404K Buy
12,374
+841
+7% +$34.3K 0.08% 199
2018
Q4 		$496K Buy
11,533
+8,665
+302% +$449K 0.13% 177
2018
Q3 		$158K Buy
+2,868
New +$171K 0.03% 519
2018
Q2 		– Sell
-3,863
Closed -$241K – 368
2018
Q1 		$241K Sell
3,863
-1,790
-32% -$128K 0.07% 281
2017
Q4 		$440K Buy
5,653
+1,328
+31% +$104K 0.1% 258
2017
Q3 		$335K Buy
+4,325
New +$362K 0.08% 294

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
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Belpointe Asset Management's KHC Position: Q2 2024 in Review

Belpointe Asset Management sold out of Kraft Heinz (KHC) in Q2 2024, closing a stake of 7,303 shares — an estimated $269K sold.

Belpointe Asset Management first reported a position in KHC in Q3 2017 and held it in 24 quarters. The position peaked at $1.2M in Q1 2021. 1,185 funds tracked by Wall St. Rank hold KHC as of Q2 2024.

  • Belpointe Asset Management reported no remaining Kraft Heinz position as of Q2 2024 after selling out during the quarter.
  • Belpointe Asset Management sold 7,303 Kraft Heinz shares in Q2 2024, an estimated $269K.
  • Belpointe Asset Management first reported a position in Kraft Heinz in Q3 2017 and held it in 24 quarters.
  • Belpointe Asset Management's Kraft Heinz position peaked at $1.2M in Q1 2021.
  • 1,185 funds tracked by Wall St. Rank held Kraft Heinz as of Q2 2024.

Based on Belpointe Asset Management's 13F filing for Q2 2024, filed 2 Aug 2024.