First Personal Financial Services’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $946K | Buy |
26,950
+2,577
| +11% | +$88.7K | 0.2% | 72 |
|
|
2024
Q2 | $785K | Buy |
24,373
+7,861
| +48% | +$280K | 0.18% | 73 |
|
|
2024
Q1 | $609K | Buy |
16,512
+7,613
| +86% | +$277K | 0.14% | 79 |
|
|
2023
Q4 | $329K | Buy |
8,899
+1,213
| +16% | +$41.2K | 0.08% | 96 |
|
|
2023
Q3 | $259K | Buy |
7,686
+6,306
| +457% | +$218K | 0.07% | 101 |
|
|
2023
Q2 | $49K | Hold |
1,380
| – | – | 0.01% | 207 |
|
|
2023
Q1 | $53.4K | Hold |
1,380
| – | – | 0.01% | 200 |
|
|
2022
Q4 | $56.2K | Hold |
1,380
| – | – | 0.02% | 197 |
|
|
2022
Q3 | $46K | Hold |
1,380
| – | – | 0.01% | 202 |
|
|
2022
Q2 | $53K | Hold |
1,380
| – | – | 0.01% | 168 |
|
|
2022
Q1 | $54K | Hold |
1,380
| – | – | 0.01% | 183 |
|
|
2021
Q4 | $50K | Hold |
1,380
| – | – | 0.01% | 195 |
|
|
2021
Q3 | $51K | Hold |
1,380
| – | – | 0.01% | 195 |
|
|
2021
Q2 | $56K | Sell |
1,380
-222
| -14% | -$9.34K | 0.01% | 189 |
|
|
2021
Q1 | $64K | Buy |
1,602
+2
| +0.1% | +$72 | 0.02% | 174 |
|
|
2020
Q4 | $55K | Buy |
1,600
+3
| +0.2% | +$97 | 0.02% | 180 |
|
|
2020
Q3 | $48K | Sell |
1,597
-567
| -26% | -$18.9K | 0.02% | 182 |
|
|
2020
Q2 | $69K | Sell |
2,164
-759
| -26% | -$22.8K | 0.02% | 165 |
|
|
2020
Q1 | $72K | Sell |
2,923
-86,514
| -97% | -$2.37M | 0.03% | 158 |
|
|
2019
Q4 | $2.87M | Sell |
89,437
-480
| -0.5% | -$14.5K | 0.93% | 43 |
|
|
2019
Q3 | $2.51M | Buy |
89,917
+9,158
| +11% | +$264K | 0.78% | 46 |
|
|
2019
Q2 | $2.51M | Buy |
80,759
+10,952
| +16% | +$345K | 0.72% | 46 |
|
|
2019
Q1 | $2.28M | Buy |
69,807
+6,943
| +11% | +$283K | 0.7% | 45 |
|
|
2018
Q4 | $2.71M | Sell |
62,864
-3,616
| -5% | -$187K | 0.93% | 41 |
|
|
2018
Q3 | $3.66M | Buy |
66,480
+11,454
| +21% | +$684K | 1.16% | 31 |
|
|
2018
Q2 | $3.46M | Buy |
55,026
+7,051
| +15% | +$418K | 1.16% | 33 |
|
|
2018
Q1 | $2.99M | Buy |
47,975
+1,630
| +4% | +$117K | 0.66% | 57 |
|
|
2017
Q4 | $3.6M | Buy |
46,345
+158
| +0.3% | +$12.4K | 0.7% | 49 |
|
|
2017
Q3 | $3.58M | Sell |
46,187
-247
| -0.5% | -$20.7K | 0.76% | 47 |
|
|
2017
Q2 | $3.98M | Buy |
46,434
+9,290
| +25% | +$842K | 0.87% | 41 |
|
|
2017
Q1 | $3.37M | Buy |
37,144
+14,228
| +62% | +$1.28M | 0.81% | 42 |
|
|
2016
Q4 | $2M | Sell |
22,916
-509
| -2% | -$43.5K | 0.53% | 64 |
|
|
2016
Q3 | $2.1M | Sell |
23,425
-210
| -0.9% | -$18.6K | 0.61% | 61 |
|
|
2016
Q2 | $2.09M | Buy |
23,635
+896
| +4% | +$73.7K | 0.71% | 53 |
|
|
2016
Q1 | $1.79M | Buy |
22,739
+8,016
| +54% | +$600K | 0.88% | 44 |
|
|
2015
Q4 | $1.07M | Buy |
14,723
+984
| +7% | +$72.6K | 0.6% | 56 |
|
|
2015
Q3 | $970K | Buy |
+13,739
| New | +$1.04M | 0.58% | 57 |
|
Other funds holding KHC
First Personal Financial Services's KHC Position: Q3 2024 in Review
First Personal Financial Services increased its Kraft Heinz (KHC) stake by 11% in Q3 2024, buying an estimated $88.7K and bringing the position to 26,950 shares worth $946K. The position accounts for 0.2% of the portfolio, ranked #72.
First Personal Financial Services first reported a position in KHC in Q3 2015 and has held it in 37 quarters since. The position peaked at $3.98M in Q2 2017. 1,189 funds tracked by Wall St. Rank hold KHC as of Q3 2024.
- First Personal Financial Services held 26,950 shares of Kraft Heinz worth $946K as of Q3 2024.
- First Personal Financial Services bought 2,577 Kraft Heinz shares in Q3 2024, an estimated $88.7K.
- Kraft Heinz made up 0.2% of First Personal Financial Services's portfolio in Q3 2024, its #72 holding.
- First Personal Financial Services first reported a position in Kraft Heinz in Q3 2015 and has held it in 37 quarters since.
- First Personal Financial Services's Kraft Heinz position peaked at $3.98M in Q2 2017.
- 1,189 funds tracked by Wall St. Rank held Kraft Heinz as of Q3 2024.
Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.