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Disciplined Investments’s The Kraft Heinz Company KHC Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-51
Closed -$1.81K – 859
2023
Q2 		$1.81K Buy
51
+2
+4% +$77 ﹤0.01% 703
2023
Q1 		$1.9K Sell
49
-2
-4% -$79 ﹤0.01% 685
2022
Q4 		$2.08K Sell
51
-7
-12% -$266 ﹤0.01% 604
2022
Q3 		$2K Buy
58
+10
+21% +$372 ﹤0.01% 665
2022
Q2 		$2K Sell
48
-5
-9% -$200 ﹤0.01% 678
2022
Q1 		$2K Buy
+53
New +$1.99K ﹤0.01% 724
2020
Q4 		– Sell
-85
Closed -$3K – 364
2020
Q3 		$3K Hold
85
– – ﹤0.01% 326
2020
Q2 		$3K Hold
85
– – ﹤0.01% 338
2020
Q1 		$2K Hold
85
– – ﹤0.01% 367
2019
Q4 		$3K Buy
+85
New +$2.57K ﹤0.01% 363

Other funds holding KHC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Disciplined Investments's KHC Position: Q3 2023 in Review

Disciplined Investments sold out of The Kraft Heinz Company (KHC) in Q3 2023, closing a stake of 51 shares — an estimated $1.81K sold.

Disciplined Investments first reported a position in KHC in Q4 2019 and held it in 10 quarters. The position peaked at $3K in Q3 2020. 1,127 funds tracked by Wall St. Rank hold KHC as of Q3 2023.

  • Disciplined Investments reported no remaining The Kraft Heinz Company position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 51 The Kraft Heinz Company shares in Q3 2023, an estimated $1.81K.
  • Disciplined Investments first reported a position in The Kraft Heinz Company in Q4 2019 and held it in 10 quarters.
  • Disciplined Investments's The Kraft Heinz Company position peaked at $3K in Q3 2020.
  • 1,127 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.