Legacy Financial Group (Iowa)
KHC icon

Legacy Financial Group (Iowa)’s Kraft Heinz 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

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BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Legacy Financial Group (Iowa) sold out of Kraft Heinz (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. 1,181 funds tracked by Wall St. Rank hold KHC as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Kraft Heinz position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 2,536 Kraft Heinz shares in Q4 2023, an estimated $85.3K.
  • Legacy Financial Group (Iowa) first reported a position in Kraft Heinz in Q4 2020 and held it in 7 quarters.
  • Legacy Financial Group (Iowa)'s Kraft Heinz position peaked at $612K in Q1 2021.
  • 1,181 funds tracked by Wall St. Rank held Kraft Heinz as of Q4 2023.

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