Heritage Wealth Management (Arizona)’s The Kraft Heinz Company 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 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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

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

Heritage Wealth Management (Arizona) opened a new position in The Kraft Heinz Company (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 The Kraft Heinz Company worth $28.7K as of Q4 2022.
The Kraft Heinz Company was a new Heritage Wealth Management (Arizona) position in Q4 2022.
The Kraft Heinz Company 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 The Kraft Heinz Company in Q1 2021 and has held it in 5 quarters since.
1,166 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q4 2022.

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