Laurel Wealth Advisors (North Carolina)’s The Kraft Heinz Company KHC Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 Q4	–	Sell	-277	Closed	-$9.73K	–	752
2024 Q3	$9.73K	Buy	277 +202	+269%	+$6.95K	﹤0.01%	466
2024 Q2	$2.42K	Sell	75 -36	-32%	-$1.28K	﹤0.01%	542
2024 Q1	$4.1K	Hold	111	–	–	﹤0.01%	505
2023 Q4	$4.11K	Hold	111	–	–	﹤0.01%	468
2023 Q3	$3.73K	Hold	111	–	–	﹤0.01%	478
2023 Q2	$3.94K	Hold	111	–	–	﹤0.01%	476
2023 Q1	$4.29K	Hold	111	–	–	﹤0.01%	466
2022 Q4	$4.52K	Sell	111 -21	-16%	-$797	﹤0.01%	440
2022 Q3	$4K	Hold	132	–	–	﹤0.01%	440
2022 Q2	$5K	Hold	132	–	–	﹤0.01%	445
2022 Q1	$5K	Hold	132	–	–	﹤0.01%	480
2021 Q4	$5K	Hold	132	–	–	﹤0.01%	485
2021 Q3	$5K	Hold	132	–	–	﹤0.01%	477
2021 Q2	$5K	Hold	132	–	–	﹤0.01%	545
2021 Q1	$5K	Hold	132	–	–	﹤0.01%	501
2020 Q4	$5K	Hold	132	–	–	﹤0.01%	475
2020 Q3	$4K	Hold	132	–	–	﹤0.01%	441
2020 Q2	$4K	Sell	132 -49	-27%	-$1.47K	﹤0.01%	436
2020 Q1	$4K	Hold	181	–	–	﹤0.01%	427
2019 Q4	$6K	Sell	181 -99	-35%	-$3K	﹤0.01%	428
2019 Q3	$8K	Sell	280 -698	-71%	-$20.1K	﹤0.01%	401
2019 Q2	$30K	Sell	978 -300	-23%	-$9.46K	0.01%	283
2019 Q1	$42K	Hold	1,278	–	–	0.02%	241
2018 Q4	$55K	Buy	+1,278	New	+$66.2K	0.02%	209

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

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

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

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

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

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

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

Laurel Wealth Advisors (North Carolina)'s KHC Position: Q4 2024 in Review

Laurel Wealth Advisors (North Carolina) sold out of The Kraft Heinz Company (KHC) in Q4 2024, closing a stake of 277 shares — an estimated $9.73K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in KHC in Q4 2018 and held it in 24 quarters. The position peaked at $55K in Q4 2018. 1,192 funds tracked by Wall St. Rank hold KHC as of Q4 2024.

Laurel Wealth Advisors (North Carolina) reported no remaining The Kraft Heinz Company position as of Q4 2024 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 277 The Kraft Heinz Company shares in Q4 2024, an estimated $9.73K.
Laurel Wealth Advisors (North Carolina) first reported a position in The Kraft Heinz Company in Q4 2018 and held it in 24 quarters.
Laurel Wealth Advisors (North Carolina)'s The Kraft Heinz Company position peaked at $55K in Q4 2018.
1,192 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q4 2024.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q4 2024, filed 14 Jan 2025.