Lake Street Private Wealth’s The Kraft Heinz Company KHC Stock Holding History

Lake Street Private Wealth’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	-5,916	Closed	-$218K	–	328
2024 Q1	$218K	Sell	5,916 -126	-2%	-$4.58K	0.03%	293
2023 Q4	$223K	Sell	6,042 -531	-8%	-$18.1K	0.04%	282
2023 Q3	$222K	Sell	6,573 -1,539	-19%	-$53.2K	0.04%	251
2023 Q2	$288K	Buy	8,112 +113	+1%	+$4.35K	0.05%	233
2023 Q1	$309K	Buy	+7,999	New	+$317K	0.06%	225

Other funds holding KHC

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Lake Street Private Wealth's KHC Position: Q2 2024 in Review

Lake Street Private Wealth sold out of The Kraft Heinz Company (KHC) in Q2 2024, closing a stake of 5,916 shares — an estimated $218K sold.

Lake Street Private Wealth first reported a position in KHC in Q1 2023 and held it in 5 quarters. The position peaked at $309K in Q1 2023. 1,186 funds tracked by Wall St. Rank hold KHC as of Q2 2024.

Lake Street Private Wealth reported no remaining The Kraft Heinz Company position as of Q2 2024 after selling out during the quarter.
Lake Street Private Wealth sold 5,916 The Kraft Heinz Company shares in Q2 2024, an estimated $218K.
Lake Street Private Wealth first reported a position in The Kraft Heinz Company in Q1 2023 and held it in 5 quarters.
Lake Street Private Wealth's The Kraft Heinz Company position peaked at $309K in Q1 2023.
1,186 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q2 2024.

Based on Lake Street Private Wealth's 13F filing for Q2 2024, filed 12 Jul 2024.