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Curi Wealth Management’s The Kraft Heinz Company 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
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Curi Wealth Management sold out of The Kraft Heinz Company (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. 1,067 funds tracked by Wall St. Rank hold KHC as of Q3 2022.

  • Curi Wealth Management reported no remaining The Kraft Heinz Company position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 226 The Kraft Heinz Company shares in Q3 2022, an estimated $9K.
  • Curi Wealth Management first reported a position in The Kraft Heinz Company in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's The Kraft Heinz Company position peaked at $9K in Q2 2022.
  • 1,067 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q3 2022.

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