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Capital Performance Advisors’s The Kraft Heinz Company 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

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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 $3.38T 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

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

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

  • Capital Performance Advisors reported no remaining The Kraft Heinz Company position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 944 The Kraft Heinz Company shares in Q4 2024, an estimated $33.1K.
  • Capital Performance Advisors first reported a position in The Kraft Heinz Company in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's The Kraft Heinz Company position peaked at $33.1K in Q3 2024.
  • 1,192 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q4 2024.

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