Clarity Financial’s Kraft Heinz KHC Stock Holding History

Clarity Financial’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	-9,517	Closed	-$334K	–	145
2024 Q3	$334K	Sell	9,517 -4	-0%	-$138	0.04%	110
2024 Q2	$307K	Buy	9,521 +184	+2%	+$6.56K	0.05%	95
2024 Q1	$345K	Sell	9,337 -6	-0.1%	-$218	0.05%	93
2023 Q4	$346K	Buy	9,343 +6	+0.1%	+$204	0.06%	79
2023 Q3	$314K	Sell	9,337 -910	-9%	-$31.4K	0.05%	87
2023 Q2	$364K	Buy	+10,247	New	+$394K	0.05%	78
2023 Q1	–	Sell	-10,777	Closed	-$439K	–	65
2022 Q4	$439K	Buy	10,777 +1,777	+20%	+$67.5K	0.08%	66
2022 Q3	$300K	Buy	9,000 +1,000	+13%	+$37.2K	0.07%	69
2022 Q2	$305K	Hold	8,000	–	–	0.07%	72
2022 Q1	$315K	Hold	8,000	–	–	0.06%	75
2021 Q4	$287K	Buy	+8,000	New	+$287K	0.04%	86
2021 Q3	–	Sell	-6,366	Closed	-$260K	–	108
2021 Q2	$260K	Buy	+6,366	New	+$268K	0.05%	95
2021 Q1	–	Sell	-109,346	Closed	-$3.79M	–	131
2020 Q4	$3.79M	Buy	+109,346	New	+$3.55M	0.91%	34

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

Clarity Financial's KHC Position: Q4 2024 in Review

Clarity Financial sold out of Kraft Heinz (KHC) in Q4 2024, closing a stake of 9,517 shares — an estimated $334K sold.

Clarity Financial first reported a position in KHC in Q4 2020 and held it in 13 quarters. The position peaked at $3.79M in Q4 2020. 1,189 funds tracked by Wall St. Rank hold KHC as of Q4 2024.

Clarity Financial reported no remaining Kraft Heinz position as of Q4 2024 after selling out during the quarter.
Clarity Financial sold 9,517 Kraft Heinz shares in Q4 2024, an estimated $334K.
Clarity Financial first reported a position in Kraft Heinz in Q4 2020 and held it in 13 quarters.
Clarity Financial's Kraft Heinz position peaked at $3.79M in Q4 2020.
1,189 funds tracked by Wall St. Rank held Kraft Heinz as of Q4 2024.

Based on Clarity Financial's 13F filing for Q4 2024, filed 23 Jan 2025.