JNBA Financial Advisors’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.39K | Hold |
373
| – | – | ﹤0.01% | 518 |
|
|
2025
Q4 | $9.05K | Hold |
373
| – | – | ﹤0.01% | 498 |
|
|
2025
Q3 | $9.71K | Hold |
373
| – | – | ﹤0.01% | 482 |
|
|
2025
Q2 | $9.63K | Buy |
373
+350
| +1,522% | +$9.71K | ﹤0.01% | 471 |
|
|
2025
Q1 | $700 | Hold |
23
| – | – | ﹤0.01% | 626 |
|
|
2024
Q4 | $707 | Hold |
23
| – | – | ﹤0.01% | 629 |
|
|
2024
Q3 | $808 | Hold |
23
| – | – | ﹤0.01% | 631 |
|
|
2024
Q2 | $742 | Hold |
23
| – | – | ﹤0.01% | 612 |
|
|
2024
Q1 | $849 | Hold |
23
| – | – | ﹤0.01% | 638 |
|
|
2023
Q4 | $851 | Sell |
23
-116
| -83% | -$3.94K | ﹤0.01% | 660 |
|
|
2023
Q3 | $4.68K | Hold |
139
| – | – | ﹤0.01% | 552 |
|
|
2023
Q2 | $4.93K | Hold |
139
| – | – | ﹤0.01% | 534 |
|
|
2023
Q1 | $5.38K | Hold |
139
| – | – | ﹤0.01% | 537 |
|
|
2022
Q4 | $5.66K | Sell |
139
-32
| -19% | -$1.22K | ﹤0.01% | 508 |
|
|
2022
Q3 | $6K | Buy |
171
+32
| +23% | +$1.19K | ﹤0.01% | 512 |
|
|
2022
Q2 | $5K | Sell |
139
-35
| -20% | -$1.4K | ﹤0.01% | 567 |
|
|
2022
Q1 | $7K | Hold |
174
| – | – | ﹤0.01% | 529 |
|
|
2021
Q4 | $6K | Hold |
174
| – | – | ﹤0.01% | 585 |
|
|
2021
Q3 | $6K | Hold |
174
| – | – | ﹤0.01% | 571 |
|
|
2021
Q2 | $7K | Hold |
174
| – | – | ﹤0.01% | 519 |
|
|
2021
Q1 | $7K | Hold |
174
| – | – | ﹤0.01% | 499 |
|
|
2020
Q4 | $6K | Buy |
174
+23
| +15% | +$747 | ﹤0.01% | 485 |
|
|
2020
Q3 | $5K | Hold |
151
| – | – | ﹤0.01% | 464 |
|
|
2020
Q2 | $5K | Hold |
151
| – | – | ﹤0.01% | 457 |
|
|
2020
Q1 | $4K | Hold |
151
| – | – | ﹤0.01% | 464 |
|
|
2019
Q4 | $5K | Hold |
151
| – | – | ﹤0.01% | 500 |
|
|
2019
Q3 | $4K | Sell |
151
-100
| -40% | -$2.88K | ﹤0.01% | 492 |
|
|
2019
Q2 | $8K | Buy |
251
+100
| +66% | +$3.15K | ﹤0.01% | 459 |
|
|
2019
Q1 | $5K | Sell |
151
-33
| -18% | -$1.34K | ﹤0.01% | 451 |
|
|
2018
Q4 | $8K | Sell |
184
-2,611
| -93% | -$135K | ﹤0.01% | 396 |
|
|
2018
Q3 | $154K | Buy |
2,795
+2,644
| +1,751% | +$158K | 0.07% | 145 |
|
|
2018
Q2 | $9K | Hold |
151
| – | – | ﹤0.01% | 406 |
|
|
2018
Q1 | $9K | Hold |
151
| – | – | ﹤0.01% | 385 |
|
|
2017
Q4 | $12K | Hold |
151
| – | – | ﹤0.01% | 354 |
|
|
2017
Q3 | $12K | Hold |
151
| – | – | ﹤0.01% | 346 |
|
|
2017
Q2 | $13K | Hold |
151
| – | – | ﹤0.01% | 334 |
|
|
2017
Q1 | $14K | Hold |
151
| – | – | ﹤0.01% | 330 |
|
|
2016
Q4 | $13K | Sell |
151
-5,228
| -97% | -$447K | ﹤0.01% | 342 |
|
|
2016
Q3 | $481K | Buy |
5,379
+5,228
| +3,462% | +$463K | 0.07% | 100 |
|
|
2016
Q2 | $13K | Hold |
151
| – | – | ﹤0.01% | 328 |
|
|
2016
Q1 | $12K | Hold |
151
| – | – | ﹤0.01% | 337 |
|
|
2015
Q4 | $11K | Hold |
151
| – | – | ﹤0.01% | 337 |
|
|
2015
Q3 | $11K | Buy |
+151
| New | +$11.4K | ﹤0.01% | 347 |
|
Other funds holding KHC
VCM
VPM