Forvis Mazars Wealth Advisors’s Kraft Heinz KHC Stock Holding History

Forvis Mazars 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 Q3	–	Sell	-30,669	Closed	-$988K	–	437
2024 Q2	$988K	Buy	+30,669	New	+$1.09M	0.02%	212
2017 Q4	–	Sell	-3,963	Closed	-$307K	–	244
2017 Q3	$307K	Sell	3,963 -143	-3%	-$12K	0.03%	184
2017 Q2	$352K	Buy	4,106 +121	+3%	+$11K	0.04%	173
2017 Q1	$362K	Buy	3,985 +586	+17%	+$52.8K	0.04%	155
2016 Q4	$297K	Buy	3,399 +116	+4%	+$9.92K	0.04%	161
2016 Q3	$294K	Buy	3,283 +109	+3%	+$9.64K	0.04%	147
2016 Q2	$281K	Sell	3,174 -14	-0.4%	-$1.15K	0.04%	147
2016 Q1	$250K	Buy	3,188 +83	+3%	+$6.21K	0.04%	155
2015 Q4	$226K	Buy	3,105 +12	+0.4%	+$885	0.03%	168
2015 Q3	$218K	Buy	+3,093	New	+$233K	0.04%	166

Other funds holding KHC

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Forvis Mazars Wealth Advisors's KHC Position: Q3 2024 in Review

Forvis Mazars Wealth Advisors sold out of Kraft Heinz (KHC) in Q3 2024, closing a stake of 30,669 shares — an estimated $988K sold.

Forvis Mazars Wealth Advisors first reported a position in KHC in Q3 2015 and held it in 10 quarters. The position peaked at $988K in Q2 2024. 1,189 funds tracked by Wall St. Rank hold KHC as of Q3 2024.

Forvis Mazars Wealth Advisors reported no remaining Kraft Heinz position as of Q3 2024 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 30,669 Kraft Heinz shares in Q3 2024, an estimated $988K.
Forvis Mazars Wealth Advisors first reported a position in Kraft Heinz in Q3 2015 and held it in 10 quarters.
Forvis Mazars Wealth Advisors's Kraft Heinz position peaked at $988K in Q2 2024.
1,189 funds tracked by Wall St. Rank held Kraft Heinz as of Q3 2024.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.