CSWM
KHC icon

Cassady Schiller Wealth Management’s The Kraft Heinz Company 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
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

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

Cassady Schiller Wealth Management opened a new position in The Kraft Heinz Company (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. 1,192 funds tracked by Wall St. Rank hold KHC as of Q4 2024.

  • Cassady Schiller Wealth Management held 87 shares of The Kraft Heinz Company worth $2.67K as of Q4 2024.
  • The Kraft Heinz Company was a new Cassady Schiller Wealth Management position in Q4 2024.
  • The Kraft Heinz Company 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 The Kraft Heinz Company in Q4 2021 and has held it in 7 quarters since.
  • Cassady Schiller Wealth Management's The Kraft Heinz Company position peaked at $6.55K in Q4 2022.
  • 1,192 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q4 2024.

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