CWM
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C2C Wealth Management’s Kraft Heinz KHC Stock Holding History

C2C Wealth 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
2023
Q4 		– Sell
-9,779
Closed -$323K – 166
2023
Q3 		$323K Hold
9,779
– – 0.05% 192
2023
Q2 		$348K Sell
9,779
-173
-2% -$6.65K 0.05% 190
2023
Q1 		$391K Sell
9,952
-328
-3% -$13K 0.06% 170
2022
Q4 		$413K Sell
10,280
-63
-0.6% -$2.39K 0.07% 115
2022
Q3 		$355K Sell
10,343
-1,576
-13% -$58.5K 0.07% 126
2022
Q2 		$462K Sell
11,919
-11,026
-48% -$442K 0.08% 110
2022
Q1 		$988K Sell
22,945
-13,713
-37% -$514K 0.17% 75
2021
Q4 		$1.32M Buy
+36,658
New +$1.32M 0.19% 66

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return