Creative Planning’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.92M | Sell |
113,230
-25,002
| -18% | -$646K | ﹤0.01% | 1046 |
|
|
2025
Q1 | $4.21M | Buy |
138,232
+26,222
| +23% | +$798K | ﹤0.01% | 778 |
|
|
2024
Q4 | $3.44M | Buy |
112,010
+727
| +0.7% | +$22.3K | ﹤0.01% | 822 |
|
|
2024
Q3 | $3.91M | Sell |
111,283
-98,284
| -47% | -$3.45M | ﹤0.01% | 739 |
|
|
2024
Q2 | $6.75M | Buy |
209,567
+92,495
| +79% | +$2.98M | 0.01% | 527 |
|
|
2024
Q1 | $4.32M | Buy |
117,072
+33,384
| +40% | +$1.23M | ﹤0.01% | 656 |
|
|
2023
Q4 | $3.09M | Sell |
83,688
-62,900
| -43% | -$2.33M | 0.01% | 729 |
|
|
2023
Q3 | $4.93M | Buy |
146,588
+8,423
| +6% | +$283K | 0.01% | 544 |
|
|
2023
Q2 | $4.9M | Buy |
138,165
+31,709
| +30% | +$1.13M | 0.01% | 529 |
|
|
2023
Q1 | $4.12M | Buy |
106,456
+34,404
| +48% | +$1.33M | 0.01% | 555 |
|
|
2022
Q4 | $2.93M | Buy |
72,052
+1,608
| +2% | +$65.5K | ﹤0.01% | 620 |
|
|
2022
Q3 | $2.35M | Buy |
70,444
+3,174
| +5% | +$106K | ﹤0.01% | 643 |
|
|
2022
Q2 | $2.57M | Buy |
67,270
+2,281
| +4% | +$87K | ﹤0.01% | 631 |
|
|
2022
Q1 | $2.56M | Buy |
64,989
+2,263
| +4% | +$89.1K | ﹤0.01% | 649 |
|
|
2021
Q4 | $2.25M | Sell |
62,726
-9,830
| -14% | -$353K | ﹤0.01% | 653 |
|
|
2021
Q3 | $2.67M | Buy |
72,556
+1,100
| +2% | +$40.5K | ﹤0.01% | 594 |
|
|
2021
Q2 | $2.91M | Buy |
71,456
+3,870
| +6% | +$158K | 0.01% | 553 |
|
|
2021
Q1 | $2.7M | Sell |
67,586
-1,816
| -3% | -$72.6K | 0.01% | 598 |
|
|
2020
Q4 | $2.41M | Buy |
69,402
+4,195
| +6% | +$145K | 0.01% | 592 |
|
|
2020
Q3 | $1.95M | Buy |
65,207
+3,000
| +5% | +$89.9K | 0.01% | 565 |
|
|
2020
Q2 | $1.98M | Buy |
62,207
+78
| +0.1% | +$2.49K | 0.01% | 493 |
|
|
2020
Q1 | $1.54M | Sell |
62,129
-6,266
| -9% | -$155K | 0.01% | 502 |
|
|
2019
Q4 | $2.2M | Sell |
68,395
-7,773
| -10% | -$250K | 0.01% | 485 |
|
|
2019
Q3 | $2.13M | Buy |
76,168
+7,054
| +10% | +$197K | 0.01% | 473 |
|
|
2019
Q2 | $2.15M | Sell |
69,114
-14,645
| -17% | -$455K | 0.01% | 474 |
|
|
2019
Q1 | $2.74M | Sell |
83,759
-4,843
| -5% | -$158K | 0.01% | 385 |
|
|
2018
Q4 | $3.81M | Buy |
88,602
+3,493
| +4% | +$150K | 0.02% | 294 |
|
|
2018
Q3 | $4.69M | Sell |
85,109
-3,806
| -4% | -$210K | 0.02% | 280 |
|
|
2018
Q2 | $5.59M | Sell |
88,915
-1,608
| -2% | -$101K | 0.02% | 234 |
|
|
2018
Q1 | $5.64M | Buy |
90,523
+3,680
| +4% | +$229K | 0.02% | 223 |
|
|
2017
Q4 | $6.75M | Buy |
86,843
+6,534
| +8% | +$508K | 0.03% | 185 |
|
|
2017
Q3 | $6.23M | Buy |
80,309
+215
| +0.3% | +$16.7K | 0.03% | 198 |
|
|
2017
Q2 | $6.86M | Buy |
80,094
+1,485
| +2% | +$127K | 0.03% | 181 |
|
|
2017
Q1 | $7.14M | Buy |
78,609
+2,893
| +4% | +$263K | 0.04% | 172 |
|
|
2016
Q4 | $6.61M | Buy |
75,716
+4,200
| +6% | +$367K | 0.04% | 174 |
|
|
2016
Q3 | $6.4M | Buy |
71,516
+14,194
| +25% | +$1.27M | 0.04% | 170 |
|
|
2016
Q2 | $5.07M | Buy |
57,322
+3,967
| +7% | +$351K | 0.04% | 169 |
|
|
2016
Q1 | $4.19M | Buy |
53,355
+2,005
| +4% | +$158K | 0.03% | 176 |
|
|
2015
Q4 | $3.74M | Sell |
51,350
-275
| -0.5% | -$20K | 0.03% | 206 |
|
|
2015
Q3 | $3.64M | Buy |
+51,625
| New | +$3.64M | 0.03% | 195 |
|