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Castle Wealth Management’s Kraft Heinz KHC Stock Holding History

Castle 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
2022
Q4 		– Sell
-1,073
Closed -$36K – 376
2022
Q3 		$36K Buy
1,073
+515
+92% +$19.1K 0.02% 254
2022
Q2 		$21K Buy
+558
New +$22.3K 0.01% 309

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Castle Wealth Management's KHC Position: Q4 2022 in Review

Castle Wealth Management sold out of Kraft Heinz (KHC) in Q4 2022, closing a stake of 1,073 shares — an estimated $36K sold.

Castle Wealth Management first reported a position in KHC in Q2 2022 and held it in 2 quarters. The position peaked at $36K in Q3 2022. 1,166 funds tracked by Wall St. Rank hold KHC as of Q4 2022.

  • Castle Wealth Management reported no remaining Kraft Heinz position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 1,073 Kraft Heinz shares in Q4 2022, an estimated $36K.
  • Castle Wealth Management first reported a position in Kraft Heinz in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Kraft Heinz position peaked at $36K in Q3 2022.
  • 1,166 funds tracked by Wall St. Rank held Kraft Heinz as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.