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Buckingham Strategic Wealth’s Kraft Heinz KHC Stock Holding History

Buckingham Strategic 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
Q2 		$352K Buy
10,935
+64
+0.6% +$2.28K ﹤0.01% 557
2024
Q1 		$401K Buy
10,871
+2,658
+32% +$96.6K ﹤0.01% 517
2023
Q4 		$304K Buy
8,213
+271
+3% +$9.21K ﹤0.01% 570
2023
Q3 		$267K Buy
7,942
+1,621
+26% +$56K ﹤0.01% 555
2023
Q2 		$224K Buy
6,321
+571
+10% +$22K ﹤0.01% 601
2023
Q1 		$234K Hold
5,750
– – ﹤0.01% 534
2022
Q4 		$234K Buy
+5,750
New +$218K ﹤0.01% 536
2022
Q3 		– Sell
-5,503
Closed -$210K – 627
2022
Q2 		$210K Sell
5,503
-13
-0.2% -$521 ﹤0.01% 547
2022
Q1 		$217K Buy
+5,516
New +$207K ﹤0.01% 547
2021
Q4 		– Sell
-5,710
Closed -$210K – 615
2021
Q3 		$210K Buy
5,710
+78
+1% +$2.94K ﹤0.01% 557
2021
Q2 		$230K Sell
5,632
-115
-2% -$4.84K 0.01% 529
2021
Q1 		$230K Buy
+5,747
New +$207K 0.01% 488
2020
Q4 		– Sell
-47,945
Closed -$1.44M – 556
2020
Q3 		$1.44M Buy
+47,945
New +$1.6M 0.11% 143
2018
Q4 		– Sell
-6,051
Closed -$333K – 374
2018
Q3 		$333K Sell
6,051
-1,210
-17% -$72.3K 0.05% 253
2018
Q2 		$456K Buy
7,261
+3,336
+85% +$198K 0.07% 193
2018
Q1 		$244K Sell
3,925
-214
-5% -$15.3K 0.05% 266
2017
Q4 		$322K Buy
4,139
+893
+28% +$70.2K 0.07% 230
2017
Q3 		$252K Sell
3,246
-660
-17% -$55.2K 0.06% 244
2017
Q2 		$335K Buy
+3,906
New +$354K 0.08% 203

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

Buckingham Strategic Wealth's KHC Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Kraft Heinz (KHC) stake by 0.59% in Q2 2024, buying an estimated $2.28K and bringing the position to 10,935 shares worth $352K. The position accounts for ﹤0.01% of the portfolio, ranked #557.

Buckingham Strategic Wealth first reported a position in KHC in Q2 2017 and has held it in 19 quarters since. The position peaked at $1.44M in Q3 2020. 1,185 funds tracked by Wall St. Rank hold KHC as of Q2 2024.

  • Buckingham Strategic Wealth held 10,935 shares of Kraft Heinz worth $352K as of Q2 2024.
  • Buckingham Strategic Wealth bought 64 Kraft Heinz shares in Q2 2024, an estimated $2.28K.
  • Kraft Heinz made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #557 holding.
  • Buckingham Strategic Wealth first reported a position in Kraft Heinz in Q2 2017 and has held it in 19 quarters since.
  • Buckingham Strategic Wealth's Kraft Heinz position peaked at $1.44M in Q3 2020.
  • 1,185 funds tracked by Wall St. Rank held Kraft Heinz as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.