FinTrust Capital Advisors’s The Kraft Heinz Company KHC Stock Holding History

FinTrust Capital 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 Q3	$102K	Buy	2,919 +506	+21%	+$17.4K	0.02%	429
2024 Q2	$77.7K	Sell	2,413 -453	-16%	-$16.1K	0.01%	446
2024 Q1	$106K	Sell	2,866 -2,610	-48%	-$94.8K	0.02%	377
2023 Q4	$203K	Hold	5,476	–	–	0.04%	271
2023 Q3	$184K	Buy	5,476 +1,293	+31%	+$44.7K	0.04%	270
2023 Q2	$170K	Hold	4,183	–	–	0.04%	281
2023 Q1	$170K	Hold	4,183	–	–	0.04%	277
2022 Q4	$170K	Hold	4,183	–	–	0.04%	278
2022 Q3	$151K	Hold	4,183	–	–	0.04%	303
2022 Q2	$160K	Hold	4,183	–	–	0.04%	299
2022 Q1	$165K	Buy	+4,183	New	+$157K	0.04%	317
2020 Q2	–	Sell	-91	Closed	-$2K	–	1110
2020 Q1	$2K	Hold	91	–	–	﹤0.01%	1008
2019 Q4	$3K	Sell	91 -204	-69%	-$6.18K	﹤0.01%	937
2019 Q3	$8K	Hold	295	–	–	﹤0.01%	799
2019 Q2	$9K	Sell	295 -145	-33%	-$4.57K	﹤0.01%	755
2019 Q1	$15K	Sell	440 -486	-52%	-$19.8K	0.01%	678
2018 Q4	$40K	Buy	+926	New	+$48K	0.02%	433

Other funds holding KHC

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

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

FinTrust Capital Advisors's KHC Position: Q3 2024 in Review

FinTrust Capital Advisors increased its The Kraft Heinz Company (KHC) stake by 21% in Q3 2024, buying an estimated $17.4K and bringing the position to 2,919 shares worth $102K. The position accounts for 0.02% of the portfolio, ranked #429.

FinTrust Capital Advisors first reported a position in KHC in Q4 2018 and has held it in 17 quarters since. The position peaked at $203K in Q4 2023. 1,195 funds tracked by Wall St. Rank hold KHC as of Q3 2024.

FinTrust Capital Advisors held 2,919 shares of The Kraft Heinz Company worth $102K as of Q3 2024.
FinTrust Capital Advisors bought 506 The Kraft Heinz Company shares in Q3 2024, an estimated $17.4K.
The Kraft Heinz Company made up 0.02% of FinTrust Capital Advisors's portfolio in Q3 2024, its #429 holding.
FinTrust Capital Advisors first reported a position in The Kraft Heinz Company in Q4 2018 and has held it in 17 quarters since.
FinTrust Capital Advisors's The Kraft Heinz Company position peaked at $203K in Q4 2023.
1,195 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.