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Heritage Wealth Management (Arizona)’s Kraft Heinz KHC Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$28.7K Buy
+706
New +$26.8K ﹤0.01% 589
2022
Q2 		– Sell
-565
Closed -$22K – 1024
2022
Q1 		$22K Buy
+565
New +$21.2K 0.01% 579
2021
Q3 		$21K Hold
565
– – 0.01% 550
2021
Q2 		$23K Hold
565
– – 0.01% 543
2021
Q1 		$23K Buy
+565
New +$20.4K 0.01% 478

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s KHC Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) opened a new position in Kraft Heinz (KHC) in Q4 2022: 706 shares worth $28.7K. The stake represents ﹤0.01% of the portfolio and ranks #589 among its holdings. This is a return to the name: Heritage Wealth Management (Arizona) previously reported a position in KHC as recently as Q1 2022.

Heritage Wealth Management (Arizona) first reported a position in KHC in Q1 2021 and has held it in 5 quarters since. 1,166 funds tracked by Wall St. Rank hold KHC as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 706 shares of Kraft Heinz worth $28.7K as of Q4 2022.
  • Kraft Heinz was a new Heritage Wealth Management (Arizona) position in Q4 2022.
  • Kraft Heinz made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #589 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Kraft Heinz in Q1 2021 and has held it in 5 quarters since.
  • 1,166 funds tracked by Wall St. Rank held Kraft Heinz as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.