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LJI Wealth Management’s Kraft Heinz KHC Stock Holding History

LJI Wealth Management’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
-8,800
Closed -$309K – 193
2024
Q3 		$309K Sell
8,800
-5,150
-37% -$177K 0.06% 146
2024
Q2 		$449K Hold
13,950
– – 0.1% 106
2024
Q1 		$515K Buy
13,950
+1,000
+8% +$36.3K 0.13% 78
2023
Q4 		$479K Sell
12,950
-500
-4% -$17K 0.12% 90
2023
Q3 		$452K Sell
13,450
-1,300
-9% -$44.9K 0.13% 86
2023
Q2 		$524K Sell
14,750
-300
-2% -$11.5K 0.15% 74
2023
Q1 		$582K Sell
15,050
-285
-2% -$11.3K 0.18% 59
2022
Q4 		$624K Buy
+15,335
New +$582K 0.22% 52

Other funds holding KHC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

LJI Wealth Management's KHC Position: Q4 2024 in Review

LJI Wealth Management sold out of Kraft Heinz (KHC) in Q4 2024, closing a stake of 8,800 shares — an estimated $309K sold.

LJI Wealth Management first reported a position in KHC in Q4 2022 and held it in 8 quarters. The position peaked at $624K in Q4 2022. 1,189 funds tracked by Wall St. Rank hold KHC as of Q4 2024.

  • LJI Wealth Management reported no remaining Kraft Heinz position as of Q4 2024 after selling out during the quarter.
  • LJI Wealth Management sold 8,800 Kraft Heinz shares in Q4 2024, an estimated $309K.
  • LJI Wealth Management first reported a position in Kraft Heinz in Q4 2022 and held it in 8 quarters.
  • LJI Wealth Management's Kraft Heinz position peaked at $624K in Q4 2022.
  • 1,189 funds tracked by Wall St. Rank held Kraft Heinz as of Q4 2024.

Based on LJI Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.