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

Independent Solutions 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
2023
Q3 		– Sell
-8,142
Closed -$289K – 215
2023
Q2 		$289K Buy
+8,142
New +$313K 0.07% 175

Other funds holding KHC

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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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Independent Solutions Wealth Management's KHC Position: Q3 2023 in Review

Independent Solutions Wealth Management sold out of The Kraft Heinz Company (KHC) in Q3 2023, closing a stake of 8,142 shares — an estimated $289K sold.

Independent Solutions Wealth Management first reported a position in KHC in Q2 2023 and held it in 1 quarter. The position peaked at $289K in Q2 2023. 1,127 funds tracked by Wall St. Rank hold KHC as of Q3 2023.

  • Independent Solutions Wealth Management reported no remaining The Kraft Heinz Company position as of Q3 2023 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 8,142 The Kraft Heinz Company shares in Q3 2023, an estimated $289K.
  • Independent Solutions Wealth Management first reported a position in The Kraft Heinz Company in Q2 2023 and held it in 1 quarter.
  • Independent Solutions Wealth Management's The Kraft Heinz Company position peaked at $289K in Q2 2023.
  • 1,127 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q3 2023.

Based on Independent Solutions Wealth Management's 13F filing for Q3 2023, filed 19 Dec 2024.