Empire Financial Management Company’s Kraft Heinz KHC Stock Holding History

Empire Financial Management Company’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 Q4	–	Sell	-13,126	Closed	-$461K	–	209
2024 Q3	$461K	Hold	13,126	–	–	0.14%	152
2024 Q2	$423K	Hold	13,126	–	–	0.14%	152
2024 Q1	$484K	Sell	13,126 -33	-0.3%	-$1.2K	0.16%	141
2023 Q4	$487K	Buy	13,159 +333	+3%	+$11.3K	0.19%	131
2023 Q3	$431K	Hold	12,826	–	–	0.19%	132
2023 Q2	$455K	Sell	12,826 -2,000	-13%	-$76.9K	0.18%	126
2023 Q1	$573K	Buy	+14,826	New	+$587K	0.23%	107

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

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

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Empire Financial Management Company's KHC Position: Q4 2024 in Review

Empire Financial Management Company sold out of Kraft Heinz (KHC) in Q4 2024, closing a stake of 13,126 shares — an estimated $461K sold.

Empire Financial Management Company first reported a position in KHC in Q1 2023 and held it in 7 quarters. The position peaked at $573K in Q1 2023. 1,189 funds tracked by Wall St. Rank hold KHC as of Q4 2024.

Empire Financial Management Company reported no remaining Kraft Heinz position as of Q4 2024 after selling out during the quarter.
Empire Financial Management Company sold 13,126 Kraft Heinz shares in Q4 2024, an estimated $461K.
Empire Financial Management Company first reported a position in Kraft Heinz in Q1 2023 and held it in 7 quarters.
Empire Financial Management Company's Kraft Heinz position peaked at $573K in Q1 2023.
1,189 funds tracked by Wall St. Rank held Kraft Heinz as of Q4 2024.

Based on Empire Financial Management Company's 13F filing for Q4 2024, filed 14 Feb 2025.