Evoke Wealth’s Kraft Heinz KHC Stock Holding History

Evoke Wealth’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 Q2	–	Sell	-5,501	Closed	-$203K	–	253
2024 Q1	$203K	Buy	+5,501	New	+$200K	0.01%	381
2022 Q4	–	Sell	-2,198	Closed	-$73K	–	777
2022 Q3	$73K	Hold	2,198	–	–	﹤0.01%	468
2022 Q2	$84K	Sell	2,198 -13	-0.6%	-$521	﹤0.01%	436
2022 Q1	$87K	Sell	2,211 -32,433	-94%	-$1.21M	﹤0.01%	451
2021 Q4	$1.24M	Buy	34,644 +12	+0%	+$431	0.04%	158
2021 Q3	$1.27M	Hold	34,632	–	–	0.05%	152
2021 Q2	$1.41M	Sell	34,632 -71	-0.2%	-$2.99K	0.05%	142
2021 Q1	$1.39M	Sell	34,703 -6	-0%	-$216	0.06%	131
2020 Q4	$1.2M	Buy	34,709 +44	+0.1%	+$1.43K	0.08%	79
2020 Q3	$1.04M	Buy	34,665 +23	+0.1%	+$766	0.08%	80
2020 Q2	$1.1M	Sell	34,642 -790	-2%	-$23.7K	0.11%	57
2020 Q1	$877K	Buy	35,432 +2,748	+8%	+$75.4K	0.12%	57
2019 Q4	$1.05M	Buy	32,684 +69	+0.2%	+$2.09K	0.13%	75
2019 Q3	$911K	Buy	+32,615	New	+$938K	0.11%	98

Other funds holding KHC

Berkshire Hathaway

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

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

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

Capital International Investors

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

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return