Cassady Schiller Wealth Management’s Kraft Heinz KHC Stock Holding History

Cassady Schiller 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
2024 Q4	$2.67K	Buy	+87	New	+$2.85K	﹤0.01%	526
2024 Q1	–	Sell	-161	Closed	-$5.95K	–	502
2023 Q4	$5.95K	Hold	161	–	–	﹤0.01%	352
2023 Q3	$5.42K	Hold	161	–	–	﹤0.01%	365
2023 Q2	$5.72K	Hold	161	–	–	﹤0.01%	377
2023 Q1	$6.23K	Hold	161	–	–	﹤0.01%	346
2022 Q4	$6.55K	Buy	+161	New	+$6.11K	﹤0.01%	349
2022 Q1	–	Sell	-22	Closed	-$1K	–	361
2021 Q4	$1K	Buy	+22	New	+$791	﹤0.01%	468

Other funds holding KHC

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Cassady Schiller Wealth Management's KHC Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Kraft Heinz (KHC) in Q4 2024: 87 shares worth $2.67K. The stake represents ﹤0.01% of the portfolio and ranks #526 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in KHC as recently as Q4 2023.

Cassady Schiller Wealth Management first reported a position in KHC in Q4 2021 and has held it in 7 quarters since. The position peaked at $6.55K in Q4 2022. 1,189 funds tracked by Wall St. Rank hold KHC as of Q4 2024.

Cassady Schiller Wealth Management held 87 shares of Kraft Heinz worth $2.67K as of Q4 2024.
Kraft Heinz was a new Cassady Schiller Wealth Management position in Q4 2024.
Kraft Heinz made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #526 holding.
Cassady Schiller Wealth Management first reported a position in Kraft Heinz in Q4 2021 and has held it in 7 quarters since.
Cassady Schiller Wealth Management's Kraft Heinz position peaked at $6.55K in Q4 2022.
1,189 funds tracked by Wall St. Rank held Kraft Heinz as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.