Kiley Juergens Wealth Management’s Kraft Heinz KHC Stock Holding History

Kiley Juergens 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 Q4	–	Sell	-10,549	Closed	-$355K	–	68
2023 Q3	$355K	Sell	10,549 -2,150	-17%	-$74.3K	0.13%	70
2023 Q2	$451K	Sell	12,699 -6,430	-34%	-$247K	0.16%	67
2023 Q1	$740K	Sell	19,129 -1,550	-7%	-$61.4K	0.28%	55
2022 Q4	$842K	Sell	20,679 -1,254	-6%	-$47.6K	0.35%	51
2022 Q3	$731K	Sell	21,933 -1,393	-6%	-$51.8K	0.34%	53
2022 Q2	$889K	Buy	23,326 +6,321	+37%	+$253K	0.42%	47
2022 Q1	$670K	Sell	17,005 -6,638	-28%	-$249K	0.32%	46
2021 Q4	$849K	Buy	23,643 +200	+0.9%	+$7.19K	0.32%	53
2021 Q3	$863K	Sell	23,443 -311	-1%	-$11.7K	0.38%	47
2021 Q2	$968K	Sell	23,754 -288	-1%	-$12.1K	0.44%	42
2021 Q1	$961K	Buy	24,042 +1,191	+5%	+$42.9K	0.5%	37
2020 Q4	$792K	Buy	+22,851	New	+$742K	0.47%	36
2018 Q4	–	Sell	-3,302	Closed	-$182K	–	365
2018 Q3	$182K	Buy	3,302 +1,500	+83%	+$89.6K	0.14%	106
2018 Q2	$113K	Buy	+1,802	New	+$107K	0.1%	124
2018 Q1	–	Sell	-1,895	Closed	-$147K	–	365
2017 Q4	$147K	Buy	+1,895	New	+$149K	0.13%	96

Other funds holding KHC

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kiley Juergens Wealth Management's KHC Position: Q4 2023 in Review

Kiley Juergens Wealth Management sold out of Kraft Heinz (KHC) in Q4 2023, closing a stake of 10,549 shares — an estimated $355K sold.

Kiley Juergens Wealth Management first reported a position in KHC in Q4 2017 and held it in 15 quarters. The position peaked at $968K in Q2 2021. 1,181 funds tracked by Wall St. Rank hold KHC as of Q4 2023.

Kiley Juergens Wealth Management reported no remaining Kraft Heinz position as of Q4 2023 after selling out during the quarter.
Kiley Juergens Wealth Management sold 10,549 Kraft Heinz shares in Q4 2023, an estimated $355K.
Kiley Juergens Wealth Management first reported a position in Kraft Heinz in Q4 2017 and held it in 15 quarters.
Kiley Juergens Wealth Management's Kraft Heinz position peaked at $968K in Q2 2021.
1,181 funds tracked by Wall St. Rank held Kraft Heinz as of Q4 2023.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2023, filed 30 Jan 2024.