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High Net Worth Advisory Group’s Kraft Heinz KHC Stock Holding History

High Net Worth Advisory Group’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
Q1 		– Sell
-1,230
Closed -$50.1K – 399
2022
Q4 		$50.1K Hold
1,230
– – 0.02% 326
2022
Q3 		$41K Buy
1,230
+770
+167% +$28.6K 0.02% 359
2022
Q2 		$18K Hold
460
– – 0.01% 469
2022
Q1 		$18K Buy
460
+230
+100% +$8.61K 0.01% 467
2021
Q4 		$8K Buy
+230
New +$8.27K ﹤0.01% 562

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

High Net Worth Advisory Group's KHC Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Kraft Heinz (KHC) in Q1 2023, closing a stake of 1,230 shares — an estimated $50.1K sold.

High Net Worth Advisory Group first reported a position in KHC in Q4 2021 and held it in 5 quarters. The position peaked at $50.1K in Q4 2022. 1,139 funds tracked by Wall St. Rank hold KHC as of Q1 2023.

  • High Net Worth Advisory Group reported no remaining Kraft Heinz position as of Q1 2023 after selling out during the quarter.
  • High Net Worth Advisory Group sold 1,230 Kraft Heinz shares in Q1 2023, an estimated $50.1K.
  • High Net Worth Advisory Group first reported a position in Kraft Heinz in Q4 2021 and held it in 5 quarters.
  • High Net Worth Advisory Group's Kraft Heinz position peaked at $50.1K in Q4 2022.
  • 1,139 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.