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Bison Wealth’s Kraft Heinz KHC Stock Holding History

Bison Wealth’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
Q3 		– Sell
-6,178
Closed -$228K – 448
2024
Q2 		$228K Hold
6,178
– – 0.04% 377
2024
Q1 		$228K Buy
6,178
+389
+7% +$14.1K 0.04% 377
2023
Q4 		$214K Sell
5,789
-553
-9% -$18.8K 0.04% 370
2023
Q3 		$213K Sell
6,342
-820
-11% -$28.3K 0.04% 359
2023
Q2 		$254K Buy
+7,162
New +$275K 0.05% 318
2017
Q2 		– Sell
-2,213
Closed -$201K – 191
2017
Q1 		$201K Sell
2,213
-237
-10% -$21.4K 0.17% 163
2016
Q4 		$214K Hold
2,450
– – 0.18% 158
2016
Q3 		$219K Sell
2,450
-217
-8% -$19.2K 0.19% 152
2016
Q2 		$236K Sell
2,667
-217
-8% -$17.9K 0.14% 164
2016
Q1 		$227K Sell
2,884
-835
-22% -$62.5K 0.15% 162
2015
Q4 		$271K Sell
3,719
-84
-2% -$6.2K 0.15% 167
2015
Q3 		$268K Buy
+3,803
New +$287K 0.18% 158

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bison Wealth's KHC Position: Q3 2024 in Review

Bison Wealth sold out of Kraft Heinz (KHC) in Q3 2024, closing a stake of 6,178 shares — an estimated $228K sold.

Bison Wealth first reported a position in KHC in Q3 2015 and held it in 12 quarters. The position peaked at $271K in Q4 2015. 1,190 funds tracked by Wall St. Rank hold KHC as of Q3 2024.

  • Bison Wealth reported no remaining Kraft Heinz position as of Q3 2024 after selling out during the quarter.
  • Bison Wealth sold 6,178 Kraft Heinz shares in Q3 2024, an estimated $228K.
  • Bison Wealth first reported a position in Kraft Heinz in Q3 2015 and held it in 12 quarters.
  • Bison Wealth's Kraft Heinz position peaked at $271K in Q4 2015.
  • 1,190 funds tracked by Wall St. Rank held Kraft Heinz as of Q3 2024.

Based on Bison Wealth's 13F filing for Q3 2024, filed 5 Nov 2024.