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ICA Group Wealth Management’s Kraft Heinz KHC Stock Holding History

ICA Group 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
Q1 		– Sell
-196
Closed -$7.25K – 1396
2023
Q4 		$7.25K Buy
+196
New +$6.66K ﹤0.01% 935
2023
Q3 		– Sell
-596
Closed -$21.2K – 744
2023
Q2 		$21.2K Sell
596
-2,569
-81% -$98.8K 0.01% 676
2023
Q1 		$122K Buy
3,165
+300
+10% +$11.9K 0.03% 305
2022
Q4 		$117K Buy
+2,865
New +$109K 0.03% 334

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

ICA Group Wealth Management's KHC Position: Q1 2024 in Review

ICA Group Wealth Management sold out of Kraft Heinz (KHC) in Q1 2024, closing a stake of 196 shares — an estimated $7.25K sold.

ICA Group Wealth Management first reported a position in KHC in Q4 2022 and held it in 4 quarters. The position peaked at $122K in Q1 2023. 1,165 funds tracked by Wall St. Rank hold KHC as of Q1 2024.

  • ICA Group Wealth Management reported no remaining Kraft Heinz position as of Q1 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 196 Kraft Heinz shares in Q1 2024, an estimated $7.25K.
  • ICA Group Wealth Management first reported a position in Kraft Heinz in Q4 2022 and held it in 4 quarters.
  • ICA Group Wealth Management's Kraft Heinz position peaked at $122K in Q1 2023.
  • 1,165 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2024.

Based on ICA Group Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.