Financial Synergies Wealth Advisors’s The Kraft Heinz Company KHC Stock Holding History

Financial Synergies Wealth Advisors’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	-22	Closed	-$896	–	530
2023 Q4	$896	Buy	+22	New	+$748	﹤0.01%	340
2023 Q3	–	Sell	-22	Closed	-$781	–	512
2023 Q2	$781	Hold	22	–	–	﹤0.01%	410
2023 Q1	$851	Hold	22	–	–	﹤0.01%	389
2022 Q4	$896	Hold	22	–	–	﹤0.01%	340
2022 Q3	$734	Hold	22	–	–	﹤0.01%	336
2022 Q2	$840	Buy	+22	New	+$881	﹤0.01%	327

Other funds holding KHC

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Financial Synergies Wealth Advisors's KHC Position: Q1 2024 in Review

Financial Synergies Wealth Advisors sold out of The Kraft Heinz Company (KHC) in Q1 2024, closing a stake of 22 shares — an estimated $896 sold.

Financial Synergies Wealth Advisors first reported a position in KHC in Q2 2022 and held it in 6 quarters. The position peaked at $896 in Q4 2023. 1,167 funds tracked by Wall St. Rank hold KHC as of Q1 2024.

Financial Synergies Wealth Advisors reported no remaining The Kraft Heinz Company position as of Q1 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 22 The Kraft Heinz Company shares in Q1 2024, an estimated $896.
Financial Synergies Wealth Advisors first reported a position in The Kraft Heinz Company in Q2 2022 and held it in 6 quarters.
Financial Synergies Wealth Advisors's The Kraft Heinz Company position peaked at $896 in Q4 2023.
1,167 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q1 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q1 2024, filed 12 Apr 2024.