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First Trust Direct Indexing’s Kraft Heinz KHC Stock Holding History

First Trust Direct Indexing’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
Q4 		– Sell
-36,772
Closed -$1.29M – 486
2024
Q3 		$1.29M Buy
36,772
+7,203
+24% +$248K 0.07% 283
2024
Q2 		$953K Buy
29,569
+6,412
+28% +$229K 0.06% 316
2024
Q1 		$854K Sell
23,157
-2,249
-9% -$81.7K 0.06% 331
2023
Q4 		$939K Buy
25,406
+5,612
+28% +$191K 0.08% 273
2023
Q3 		$666K Buy
19,794
+1,594
+9% +$55.1K 0.08% 309
2023
Q2 		$646K Sell
18,200
-2,188
-11% -$84.2K 0.07% 328
2023
Q1 		$788K Buy
20,388
+3,033
+17% +$120K 0.09% 272
2022
Q4 		$707K Buy
17,355
+808
+5% +$30.7K 0.09% 282
2022
Q3 		$552K Sell
16,547
-312
-2% -$11.6K 0.08% 317
2022
Q2 		$643K Buy
16,859
+1,296
+8% +$51.9K 0.09% 290
2022
Q1 		$613K Buy
15,563
+1,781
+13% +$66.7K 0.07% 329
2021
Q4 		$495K Buy
13,782
+808
+6% +$29K 0.06% 356
2021
Q3 		$478K Buy
12,974
+1,002
+8% +$37.7K 0.07% 358
2021
Q2 		$488K Buy
11,972
+1,200
+11% +$50.5K 0.07% 330
2021
Q1 		$431K Buy
10,772
+321
+3% +$11.6K 0.11% 244
2020
Q4 		$362K Buy
+10,451
New +$339K 0.1% 259

Other funds holding KHC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

First Trust Direct Indexing's KHC Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Kraft Heinz (KHC) in Q4 2024, closing a stake of 36,772 shares — an estimated $1.29M sold.

First Trust Direct Indexing first reported a position in KHC in Q4 2020 and held it in 16 quarters. The position peaked at $1.29M in Q3 2024. 1,189 funds tracked by Wall St. Rank hold KHC as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Kraft Heinz position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 36,772 Kraft Heinz shares in Q4 2024, an estimated $1.29M.
  • First Trust Direct Indexing first reported a position in Kraft Heinz in Q4 2020 and held it in 16 quarters.
  • First Trust Direct Indexing's Kraft Heinz position peaked at $1.29M in Q3 2024.
  • 1,189 funds tracked by Wall St. Rank held Kraft Heinz as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.