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Lee Financial’s The Kraft Heinz Company KHC Stock Holding History

Lee Financial’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
Q1 		– Sell
-16
Closed -$592 – 517
2023
Q4 		$592 Sell
16
-30
-65% -$1.02K ﹤0.01% 820
2023
Q3 		$1.55K Hold
46
– – ﹤0.01% 736
2023
Q2 		$1.63K Hold
46
– – ﹤0.01% 694
2023
Q1 		$1.78K Sell
46
-236
-84% -$9.34K ﹤0.01% 694
2022
Q4 		$11.5K Hold
282
– – ﹤0.01% 437
2022
Q3 		$10K Sell
282
-14
-5% -$520 ﹤0.01% 435
2022
Q2 		$12K Buy
296
+250
+543% +$10K ﹤0.01% 422
2022
Q1 		$2K Sell
46
-35
-43% -$1.31K ﹤0.01% 656
2021
Q4 		$3K Buy
81
+35
+76% +$1.26K ﹤0.01% 674
2021
Q3 		$2K Hold
46
– – ﹤0.01% 625
2021
Q2 		$2K Hold
46
– – ﹤0.01% 585
2021
Q1 		$2K Buy
+46
New +$1.66K ﹤0.01% 458
2019
Q4 		– Sell
-57
Closed -$2K – 506
2019
Q3 		$2K Buy
+57
New +$1.64K ﹤0.01% 483
2019
Q1 		– Sell
-153
Closed -$7K – 529
2018
Q4 		$7K Sell
153
-114
-43% -$5.9K ﹤0.01% 332
2018
Q3 		$15K Sell
267
-3,129
-92% -$187K ﹤0.01% 279
2018
Q2 		$213K Buy
3,396
+2,952
+665% +$175K 0.05% 155
2018
Q1 		$27K Buy
444
+231
+108% +$16.5K 0.01% 316
2017
Q4 		$17K Buy
213
+65
+44% +$5.11K ﹤0.01% 271
2017
Q3 		$11K Hold
148
– – ﹤0.01% 318
2017
Q2 		$13K Hold
148
– – ﹤0.01% 287
2017
Q1 		$13K Sell
148
-90
-38% -$8.11K 0.01% 245
2016
Q4 		$21K Buy
+238
New +$20.4K 0.01% 222

Other funds holding KHC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Lee Financial's KHC Position: Q1 2024 in Review

Lee Financial sold out of The Kraft Heinz Company (KHC) in Q1 2024, closing a stake of 16 shares — an estimated $592 sold.

Lee Financial first reported a position in KHC in Q4 2016 and held it in 22 quarters. The position peaked at $213K in Q2 2018. 1,167 funds tracked by Wall St. Rank hold KHC as of Q1 2024.

  • Lee Financial reported no remaining The Kraft Heinz Company position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 16 The Kraft Heinz Company shares in Q1 2024, an estimated $592.
  • Lee Financial first reported a position in The Kraft Heinz Company in Q4 2016 and held it in 22 quarters.
  • Lee Financial's The Kraft Heinz Company position peaked at $213K in Q2 2018.
  • 1,167 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.