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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 $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
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
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Evoke Wealth's KHC Position: Q2 2024 in Review

Evoke Wealth sold out of Kraft Heinz (KHC) in Q2 2024, closing a stake of 5,501 shares — an estimated $203K sold.

Evoke Wealth first reported a position in KHC in Q3 2019 and held it in 14 quarters. The position peaked at $1.41M in Q2 2021. 1,185 funds tracked by Wall St. Rank hold KHC as of Q2 2024.

  • Evoke Wealth reported no remaining Kraft Heinz position as of Q2 2024 after selling out during the quarter.
  • Evoke Wealth sold 5,501 Kraft Heinz shares in Q2 2024, an estimated $203K.
  • Evoke Wealth first reported a position in Kraft Heinz in Q3 2019 and held it in 14 quarters.
  • Evoke Wealth's Kraft Heinz position peaked at $1.41M in Q2 2021.
  • 1,185 funds tracked by Wall St. Rank held Kraft Heinz as of Q2 2024.

Based on Evoke Wealth's 13F filing for Q2 2024, filed 13 Aug 2024.