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Compass Wealth Management’s The Kraft Heinz Company KHC Stock Holding History

Compass 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 		– Sell
-1,200
Closed -$42.1K – 397
2024
Q3 		$42.1K Sell
1,200
-79
-6% -$2.72K 0.01% 271
2024
Q2 		$41.2K Buy
1,279
+79
+7% +$2.81K 0.01% 271
2024
Q1 		$44.3K Hold
1,200
– – 0.01% 259
2023
Q4 		$44.4K Hold
1,200
– – 0.01% 256
2023
Q3 		$40.4K Hold
1,200
– – 0.01% 250
2023
Q2 		$42.6K Hold
1,200
– – 0.01% 253
2023
Q1 		$46.4K Hold
1,200
– – 0.01% 246
2022
Q4 		$48.9K Buy
+1,200
New +$45.6K 0.02% 234

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

Compass Wealth Management's KHC Position: Q4 2024 in Review

Compass Wealth Management sold out of The Kraft Heinz Company (KHC) in Q4 2024, closing a stake of 1,200 shares — an estimated $42.1K sold.

Compass Wealth Management first reported a position in KHC in Q4 2022 and held it in 8 quarters. The position peaked at $48.9K in Q4 2022. 1,192 funds tracked by Wall St. Rank hold KHC as of Q4 2024.

  • Compass Wealth Management reported no remaining The Kraft Heinz Company position as of Q4 2024 after selling out during the quarter.
  • Compass Wealth Management sold 1,200 The Kraft Heinz Company shares in Q4 2024, an estimated $42.1K.
  • Compass Wealth Management first reported a position in The Kraft Heinz Company in Q4 2022 and held it in 8 quarters.
  • Compass Wealth Management's The Kraft Heinz Company position peaked at $48.9K in Q4 2022.
  • 1,192 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q4 2024.

Based on Compass Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.