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Capital Performance Advisors’s Kraft Heinz KHC Stock Holding History

Capital Performance 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
-944
Closed -$33.1K – 1466
2024
Q3 		$33.1K Buy
+944
New +$32.5K 0.01% 459

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

Capital Performance Advisors's KHC Position: Q4 2024 in Review

Capital Performance Advisors sold out of Kraft Heinz (KHC) in Q4 2024, closing a stake of 944 shares — an estimated $33.1K sold.

Capital Performance Advisors first reported a position in KHC in Q3 2024 and held it in 1 quarter. The position peaked at $33.1K in Q3 2024. 1,189 funds tracked by Wall St. Rank hold KHC as of Q4 2024.

  • Capital Performance Advisors reported no remaining Kraft Heinz position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 944 Kraft Heinz shares in Q4 2024, an estimated $33.1K.
  • Capital Performance Advisors first reported a position in Kraft Heinz in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Kraft Heinz position peaked at $33.1K in Q3 2024.
  • 1,189 funds tracked by Wall St. Rank held Kraft Heinz as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.