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Global Wealth Management Investment Advisory’s Kraft Heinz KHC Stock Holding History

Global Wealth Management Investment Advisory’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
-100
Closed -$3.7K – 303
2023
Q4 		$3.7K Sell
100
-400
-80% -$13.6K ﹤0.01% 354
2023
Q3 		$16.8K Sell
500
-200
-29% -$6.91K ﹤0.01% 258
2023
Q2 		$24.9K Buy
+700
New +$26.9K 0.01% 233
2022
Q3 		– Sell
-423
Closed -$16K – 313
2022
Q2 		$16K Sell
423
-147
-26% -$5.89K 0.01% 249
2022
Q1 		$22K Buy
570
+15
+3% +$562 0.01% 250
2021
Q4 		$20K Sell
555
-500
-47% -$18K 0.01% 257
2021
Q3 		$39K Hold
1,055
– – 0.01% 216
2021
Q2 		$43K Hold
1,055
– – 0.01% 204
2021
Q1 		$42K Sell
1,055
-166
-14% -$5.98K 0.02% 204
2020
Q4 		$42K Sell
1,221
-350
-22% -$11.4K 0.02% 193
2020
Q3 		$47K Sell
1,571
-11
-0.7% -$366 0.02% 184
2020
Q2 		$50K Buy
1,582
+340
+27% +$10.2K 0.02% 192
2020
Q1 		$31K Hold
1,242
– – 0.02% 210
2019
Q4 		$40K Sell
1,242
-35
-3% -$1.06K 0.02% 201
2019
Q3 		$36K Sell
1,277
-400
-24% -$11.5K 0.02% 193
2019
Q2 		$52K Sell
1,677
-293
-15% -$9.24K 0.03% 168
2019
Q1 		$64K Sell
1,970
-24,364
-93% -$993K 0.03% 184
2018
Q4 		$1.13M Buy
+26,334
New +$1.36M 0.66% 56

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Global Wealth Management Investment Advisory's KHC Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Kraft Heinz (KHC) in Q1 2024, closing a stake of 100 shares — an estimated $3.7K sold.

Global Wealth Management Investment Advisory first reported a position in KHC in Q4 2018 and held it in 18 quarters. The position peaked at $1.13M in Q4 2018. 1,166 funds tracked by Wall St. Rank hold KHC as of Q1 2024.

  • Global Wealth Management Investment Advisory reported no remaining Kraft Heinz position as of Q1 2024 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 100 Kraft Heinz shares in Q1 2024, an estimated $3.7K.
  • Global Wealth Management Investment Advisory first reported a position in Kraft Heinz in Q4 2018 and held it in 18 quarters.
  • Global Wealth Management Investment Advisory's Kraft Heinz position peaked at $1.13M in Q4 2018.
  • 1,166 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.