CWP
KHC icon

Concord Wealth Partners’s Kraft Heinz 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 – 676
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
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return