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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 $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

HBC Financial Services's KHC Position: Q4 2024 in Review

HBC Financial Services increased its Kraft Heinz (KHC) stake by 88% in Q4 2024, buying an estimated $65.5K and bringing the position to 4,263 shares worth $130K. The position accounts for 0.08% of the portfolio, ranked #42.

HBC Financial Services first reported a position in KHC in Q2 2020 and has held it in 19 quarters since. 1,191 funds tracked by Wall St. Rank hold KHC as of Q4 2024.

  • HBC Financial Services held 4,263 shares of Kraft Heinz worth $130K as of Q4 2024.
  • HBC Financial Services bought 2,000 Kraft Heinz shares in Q4 2024, an estimated $65.5K.
  • Kraft Heinz made up 0.08% of HBC Financial Services's portfolio in Q4 2024, its #42 holding.
  • HBC Financial Services first reported a position in Kraft Heinz in Q2 2020 and has held it in 19 quarters since.
  • 1,191 funds tracked by Wall St. Rank held Kraft Heinz as of Q4 2024.

Based on HBC Financial Services's 13F filing for Q4 2024, filed 16 Jan 2025.