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Eads & Heald Wealth Management’s The Kraft Heinz Company KHC Stock Holding History

Eads & Heald 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
2024
Q1 		– Sell
-6,045
Closed -$224K – 146
2023
Q4 		$224K Sell
6,045
-115
-2% -$3.91K 0.11% 140
2023
Q3 		$207K Hold
6,160
– – 0.11% 138
2023
Q2 		$219K Buy
6,160
+165
+3% +$6.35K 0.11% 139
2023
Q1 		$232K Sell
5,995
-13
-0.2% -$515 0.11% 136
2022
Q4 		$245K Hold
6,008
– – 0.12% 137
2022
Q3 		$200K Hold
6,008
– – 0.11% 139
2022
Q2 		$229K Buy
+6,008
New +$241K 0.12% 144

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 $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Eads & Heald Wealth Management's KHC Position: Q1 2024 in Review

Eads & Heald Wealth Management sold out of The Kraft Heinz Company (KHC) in Q1 2024, closing a stake of 6,045 shares — an estimated $224K sold.

Eads & Heald Wealth Management first reported a position in KHC in Q2 2022 and held it in 7 quarters. The position peaked at $245K in Q4 2022. 1,167 funds tracked by Wall St. Rank hold KHC as of Q1 2024.

  • Eads & Heald Wealth Management reported no remaining The Kraft Heinz Company position as of Q1 2024 after selling out during the quarter.
  • Eads & Heald Wealth Management sold 6,045 The Kraft Heinz Company shares in Q1 2024, an estimated $224K.
  • Eads & Heald Wealth Management first reported a position in The Kraft Heinz Company in Q2 2022 and held it in 7 quarters.
  • Eads & Heald Wealth Management's The Kraft Heinz Company position peaked at $245K in Q4 2022.
  • 1,167 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q1 2024.

Based on Eads & Heald Wealth Management's 13F filing for Q1 2024, filed 23 Apr 2024.