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Hohimer Wealth Management’s The Kraft Heinz Company KHC Stock Holding History

Hohimer Wealth Management’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
Q2 		– Sell
-24,756
Closed -$913K – 240
2024
Q1 		$913K Sell
24,756
-88
-0.4% -$3.2K 0.21% 123
2023
Q4 		$919K Buy
24,844
+1,790
+8% +$60.9K 0.23% 121
2023
Q3 		$776K Sell
23,054
-511
-2% -$17.7K 0.22% 117
2023
Q2 		$837K Buy
23,565
+1,854
+9% +$71.3K 0.23% 117
2023
Q1 		$840K Buy
21,711
+5,268
+32% +$209K 0.24% 111
2022
Q4 		$669K Buy
+16,443
New +$624K 0.21% 92

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Hohimer Wealth Management's KHC Position: Q2 2024 in Review

Hohimer Wealth Management sold out of The Kraft Heinz Company (KHC) in Q2 2024, closing a stake of 24,756 shares — an estimated $913K sold.

Hohimer Wealth Management first reported a position in KHC in Q4 2022 and held it in 6 quarters. The position peaked at $919K in Q4 2023. 1,185 funds tracked by Wall St. Rank hold KHC as of Q2 2024.

  • Hohimer Wealth Management reported no remaining The Kraft Heinz Company position as of Q2 2024 after selling out during the quarter.
  • Hohimer Wealth Management sold 24,756 The Kraft Heinz Company shares in Q2 2024, an estimated $913K.
  • Hohimer Wealth Management first reported a position in The Kraft Heinz Company in Q4 2022 and held it in 6 quarters.
  • Hohimer Wealth Management's The Kraft Heinz Company position peaked at $919K in Q4 2023.
  • 1,185 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q2 2024.

Based on Hohimer Wealth Management's 13F filing for Q2 2024, filed 2 Aug 2024.