Lake Street Advisors Group’s Kraft Heinz KHC Stock Holding History

Lake Street Advisors Group’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	-5,471	Closed	-$202K	–	648
2024 Q1	$202K	Sell	5,471 -482	-8%	-$17.5K	0.01%	560
2023 Q4	$220K	Buy	+5,953	New	+$202K	0.01%	522
2021 Q2	–	Sell	-5,106	Closed	-$204K	–	342
2021 Q1	$204K	Buy	+5,106	New	+$184K	0.02%	306
2018 Q3	–	Sell	-4,015	Closed	-$252K	–	273
2018 Q2	$252K	Buy	4,015 +785	+24%	+$46.6K	0.03%	263
2018 Q1	$201K	Sell	3,230 -69	-2%	-$4.94K	0.02%	294
2017 Q4	$257K	Buy	+3,299	New	+$259K	0.03%	260

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

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

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

Lake Street Advisors Group's KHC Position: Q2 2024 in Review

Lake Street Advisors Group sold out of Kraft Heinz (KHC) in Q2 2024, closing a stake of 5,471 shares — an estimated $202K sold.

Lake Street Advisors Group first reported a position in KHC in Q4 2017 and held it in 6 quarters. The position peaked at $257K in Q4 2017. 1,184 funds tracked by Wall St. Rank hold KHC as of Q2 2024.

Lake Street Advisors Group reported no remaining Kraft Heinz position as of Q2 2024 after selling out during the quarter.
Lake Street Advisors Group sold 5,471 Kraft Heinz shares in Q2 2024, an estimated $202K.
Lake Street Advisors Group first reported a position in Kraft Heinz in Q4 2017 and held it in 6 quarters.
Lake Street Advisors Group's Kraft Heinz position peaked at $257K in Q4 2017.
1,184 funds tracked by Wall St. Rank held Kraft Heinz as of Q2 2024.

Based on Lake Street Advisors Group's 13F filing for Q2 2024, filed 5 Aug 2024.