HBC Financial Services’s Kraft Heinz KHC Stock Holding History

HBC Financial Services’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	$130K	Buy	4,263 +2,000	+88%	+$65.5K	0.08%	42
2024 Q3	$76K	Buy	2,263 +163	+8%	+$5.61K	0.05%	65
2024 Q2	$70K	Hold	2,100	–	–	0.04%	60
2024 Q1	$76K	Hold	2,100	–	–	0.05%	52
2023 Q4	$77K	Buy	2,100 +2,000	+2,000%	+$68K	0.05%	50
2023 Q3	$3K	Hold	100	–	–	﹤0.01%	144
2023 Q2	$3K	Hold	100	–	–	﹤0.01%	138
2023 Q1	$3K	Hold	100	–	–	﹤0.01%	151
2022 Q4	$4K	Hold	100	–	–	﹤0.01%	129
2022 Q3	$3K	Hold	100	–	–	﹤0.01%	139
2022 Q2	$3K	Hold	100	–	–	﹤0.01%	145
2022 Q1	$4K	Hold	100	–	–	﹤0.01%	137
2021 Q4	$3K	Hold	100	–	–	﹤0.01%	145
2021 Q3	$3K	Hold	100	–	–	﹤0.01%	134
2021 Q2	$3K	Hold	100	–	–	﹤0.01%	147
2021 Q1	$4.11K	Hold	100	–	–	﹤0.01%	143
2020 Q4	$3K	Hold	100	–	–	﹤0.01%	141
2020 Q3	$3K	Hold	100	–	–	﹤0.01%	140
2020 Q2	$3K	Buy	+100	New	+$3K	﹤0.01%	141

Other funds holding KHC

Berkshire Hathaway

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

BlackRock New York $5.7T 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

Geode Capital Management

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

Invesco Atlanta, Georgia $653B AUM 32.41% 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 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