Legacy Financial Group (Iowa)’s The Kraft Heinz Company KHC Stock Holding History

Legacy Financial Group (Iowa)’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
2023 Q4	–	Sell	-2,536	Closed	-$85.3K	–	291
2023 Q3	$85.3K	Buy	+2,536	New	+$87.6K	0.02%	144
2022 Q3	–	Sell	-10,176	Closed	-$388K	–	40
2022 Q2	$388K	Sell	10,176 -991	-9%	-$39.7K	0.12%	36
2022 Q1	$440K	Buy	+11,167	New	+$418K	0.13%	40
2021 Q4	–	Sell	-11,125	Closed	-$410K	–	48
2021 Q3	$410K	Sell	11,125 -1,137	-9%	-$42.8K	0.12%	51
2021 Q2	$500K	Sell	12,262 -3,049	-20%	-$128K	0.15%	53
2021 Q1	$612K	Sell	15,311 -912	-6%	-$32.9K	0.21%	46
2020 Q4	$562K	Buy	+16,223	New	+$527K	0.22%	48

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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Legacy Financial Group (Iowa)'s KHC Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of The Kraft Heinz Company (KHC) in Q4 2023, closing a stake of 2,536 shares — an estimated $85.3K sold.

Legacy Financial Group (Iowa) first reported a position in KHC in Q4 2020 and held it in 7 quarters. The position peaked at $612K in Q1 2021. 1,182 funds tracked by Wall St. Rank hold KHC as of Q4 2023.

Legacy Financial Group (Iowa) reported no remaining The Kraft Heinz Company position as of Q4 2023 after selling out during the quarter.
Legacy Financial Group (Iowa) sold 2,536 The Kraft Heinz Company shares in Q4 2023, an estimated $85.3K.
Legacy Financial Group (Iowa) first reported a position in The Kraft Heinz Company in Q4 2020 and held it in 7 quarters.
Legacy Financial Group (Iowa)'s The Kraft Heinz Company position peaked at $612K in Q1 2021.
1,182 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.