Halpern Financial’s The Kraft Heinz Company KHC Stock Holding History

Halpern Financial’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
2023 Q4	–	Sell	-9	Closed	-$303	–	260
2023 Q3	$303	Buy	+9	New	+$311	﹤0.01%	204

Other funds holding KHC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Halpern Financial's KHC Position: Q4 2023 in Review

Halpern Financial sold out of The Kraft Heinz Company (KHC) in Q4 2023, closing a stake of 9 shares — an estimated $303 sold.

Halpern Financial first reported a position in KHC in Q3 2023 and held it in 1 quarter. The position peaked at $303 in Q3 2023. 1,182 funds tracked by Wall St. Rank hold KHC as of Q4 2023.

Halpern Financial reported no remaining The Kraft Heinz Company position as of Q4 2023 after selling out during the quarter.
Halpern Financial sold 9 The Kraft Heinz Company shares in Q4 2023, an estimated $303.
Halpern Financial first reported a position in The Kraft Heinz Company in Q3 2023 and held it in 1 quarter.
Halpern Financial's The Kraft Heinz Company position peaked at $303 in Q3 2023.
1,182 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q4 2023.

Based on Halpern Financial's 13F filing for Q4 2023, filed 19 Jan 2024.