LaFleur & Godfrey’s Kraft Heinz KHC Stock Holding History

LaFleur & Godfrey’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	-7,186	Closed	-$265K	–	139
2024 Q1	$265K	Sell	7,186 -1,639	-19%	-$59.5K	0.04%	115
2023 Q4	$326K	Sell	8,825 -11,377	-56%	-$387K	0.05%	102
2023 Q3	$680K	Sell	20,202 -3,754	-16%	-$130K	0.11%	81
2023 Q2	$850K	Buy	23,956 +1,892	+9%	+$72.8K	0.13%	80
2023 Q1	$853K	Sell	22,064 -14,823	-40%	-$587K	0.14%	78
2022 Q4	$1.5M	Sell	36,887 -30,832	-46%	-$1.17M	0.25%	73
2022 Q3	$2.26M	Sell	67,719 -1,637	-2%	-$60.8K	0.4%	60
2022 Q2	$2.65M	Sell	69,356 -7,016	-9%	-$281K	0.42%	59
2022 Q1	$3.01M	Buy	76,372 +2,996	+4%	+$112K	0.4%	61
2021 Q4	$2.63M	Buy	73,376 +7,193	+11%	+$258K	0.34%	67
2021 Q3	$2.44M	Sell	66,183 -3,803	-5%	-$143K	0.34%	69
2021 Q2	$2.85M	Sell	69,986 -3,223	-4%	-$136K	0.41%	64
2021 Q1	$2.93M	Buy	73,209 +48,442	+196%	+$1.74M	0.57%	49
2020 Q4	$858K	Buy	24,767 +17,302	+232%	+$562K	0.18%	71
2020 Q3	$224K	Buy	+7,465	New	+$248K	0.05%	89

Other funds holding KHC

Berkshire Hathaway

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

Bank of America

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

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return