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Benchmark Financial Wealth Advisors’s Kraft Heinz KHC Stock Holding History

Benchmark Financial 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
2024
Q4 		– Sell
-7,632
Closed -$268K – 107
2024
Q3 		$268K Buy
+7,632
New +$263K 0.09% 82

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
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

Benchmark Financial Wealth Advisors's KHC Position: Q4 2024 in Review

Benchmark Financial Wealth Advisors sold out of Kraft Heinz (KHC) in Q4 2024, closing a stake of 7,632 shares — an estimated $268K sold.

Benchmark Financial Wealth Advisors first reported a position in KHC in Q3 2024 and held it in 1 quarter. The position peaked at $268K in Q3 2024. 1,189 funds tracked by Wall St. Rank hold KHC as of Q4 2024.

  • Benchmark Financial Wealth Advisors reported no remaining Kraft Heinz position as of Q4 2024 after selling out during the quarter.
  • Benchmark Financial Wealth Advisors sold 7,632 Kraft Heinz shares in Q4 2024, an estimated $268K.
  • Benchmark Financial Wealth Advisors first reported a position in Kraft Heinz in Q3 2024 and held it in 1 quarter.
  • Benchmark Financial Wealth Advisors's Kraft Heinz position peaked at $268K in Q3 2024.
  • 1,189 funds tracked by Wall St. Rank held Kraft Heinz as of Q4 2024.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.