Concord Wealth Partners’s The Kraft Heinz Company KHC Stock Holding History

Concord Wealth Partners’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 Q3	–	Sell	-5	Closed	-$161	–	989
2024 Q2	$161	Buy	+5	New	+$178	﹤0.01%	800
2023 Q3	–	Sell	-80	Closed	-$2.85K	–	1059
2023 Q2	$2.85K	Buy	80 +1	+1%	+$38	﹤0.01%	811
2023 Q1	$3.07K	Hold	79	–	–	﹤0.01%	749
2022 Q4	$3.2K	Buy	+79	New	+$3K	﹤0.01%	854
2022 Q3	–	Sell	-522	Closed	-$20K	–	675
2022 Q2	$20K	Buy	522 +1	+0.2%	+$40	0.01%	544
2022 Q1	$21K	Buy	521 +45	+9%	+$1.69K	0.01%	621
2021 Q4	$17K	Buy	476 +464	+3,867%	+$16.7K	﹤0.01%	678
2021 Q3	$0	Sell	12 -401	-97%	-$15.1K	﹤0.01%	972
2021 Q2	$17K	Buy	413 +40	+11%	+$1.68K	﹤0.01%	538
2021 Q1	$15K	Sell	373 -439	-54%	-$15.8K	0.01%	523
2020 Q4	$28K	Buy	+812	New	+$26.4K	0.02%	271

Other funds holding KHC

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Concord Wealth Partners's KHC Position: Q3 2024 in Review

Concord Wealth Partners sold out of The Kraft Heinz Company (KHC) in Q3 2024, closing a stake of 5 shares — an estimated $161 sold.

Concord Wealth Partners first reported a position in KHC in Q4 2020 and held it in 11 quarters. The position peaked at $28K in Q4 2020. 1,191 funds tracked by Wall St. Rank hold KHC as of Q3 2024.

Concord Wealth Partners reported no remaining The Kraft Heinz Company position as of Q3 2024 after selling out during the quarter.
Concord Wealth Partners sold 5 The Kraft Heinz Company shares in Q3 2024, an estimated $161.
Concord Wealth Partners first reported a position in The Kraft Heinz Company in Q4 2020 and held it in 11 quarters.
Concord Wealth Partners's The Kraft Heinz Company position peaked at $28K in Q4 2020.
1,191 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q3 2024.

Based on Concord Wealth Partners's 13F filing for Q3 2024, filed 24 Oct 2024.