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Benchmark Financial Wealth Advisors’s The Kraft Heinz Company 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

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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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Benchmark Financial Wealth Advisors sold out of The Kraft Heinz Company (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. 1,192 funds tracked by Wall St. Rank hold KHC as of Q4 2024.

  • Benchmark Financial Wealth Advisors reported no remaining The Kraft Heinz Company position as of Q4 2024 after selling out during the quarter.
  • Benchmark Financial Wealth Advisors sold 7,632 The Kraft Heinz Company shares in Q4 2024, an estimated $268K.
  • Benchmark Financial Wealth Advisors first reported a position in The Kraft Heinz Company in Q3 2024 and held it in 1 quarter.
  • Benchmark Financial Wealth Advisors's The Kraft Heinz Company position peaked at $268K in Q3 2024.
  • 1,192 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q4 2024.

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