Curi Wealth Management’s Kraft Heinz KHC Stock Holding History

Curi 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
2022 Q3	–	Sell	-226	Closed	-$9K	–	462
2022 Q2	$9K	Buy	226 +71	+46%	+$2.84K	﹤0.01%	389
2022 Q1	$6K	Hold	155	–	–	﹤0.01%	405
2021 Q4	$5K	Buy	+155	New	+$5.57K	﹤0.01%	372
2021 Q1	–	Sell	-288	Closed	-$9K	–	298
2020 Q4	$9K	Buy	+288	New	+$9.35K	0.01%	263

Other funds holding KHC

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Curi Wealth Management's KHC Position: Q3 2022 in Review

Curi Wealth Management sold out of Kraft Heinz (KHC) in Q3 2022, closing a stake of 226 shares — an estimated $9K sold.

Curi Wealth Management first reported a position in KHC in Q4 2020 and held it in 4 quarters. The position peaked at $9K in Q2 2022. 1,066 funds tracked by Wall St. Rank hold KHC as of Q3 2022.

Curi Wealth Management reported no remaining Kraft Heinz position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 226 Kraft Heinz shares in Q3 2022, an estimated $9K.
Curi Wealth Management first reported a position in Kraft Heinz in Q4 2020 and held it in 4 quarters.
Curi Wealth Management's Kraft Heinz position peaked at $9K in Q2 2022.
1,066 funds tracked by Wall St. Rank held Kraft Heinz as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.