Delap Wealth Advisory’s Kraft Heinz KHC Stock Holding History

Delap Wealth Advisory’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	-7,079	Closed	-$228K	–	87
2024 Q2	$228K	Buy	+7,079	New	+$252K	0.11%	101

Other funds holding KHC

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

Delap Wealth Advisory's KHC Position: Q3 2024 in Review

Delap Wealth Advisory sold out of Kraft Heinz (KHC) in Q3 2024, closing a stake of 7,079 shares — an estimated $228K sold.

Delap Wealth Advisory first reported a position in KHC in Q2 2024 and held it in 1 quarter. The position peaked at $228K in Q2 2024. 1,189 funds tracked by Wall St. Rank hold KHC as of Q3 2024.

Delap Wealth Advisory reported no remaining Kraft Heinz position as of Q3 2024 after selling out during the quarter.
Delap Wealth Advisory sold 7,079 Kraft Heinz shares in Q3 2024, an estimated $228K.
Delap Wealth Advisory first reported a position in Kraft Heinz in Q2 2024 and held it in 1 quarter.
Delap Wealth Advisory's Kraft Heinz position peaked at $228K in Q2 2024.
1,189 funds tracked by Wall St. Rank held Kraft Heinz as of Q3 2024.

Based on Delap Wealth Advisory's 13F filing for Q3 2024, filed 12 Nov 2024.