LJI Wealth Management’s The Kraft Heinz Company 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 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 $3.37T AUM 44.26% 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

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

LJI Wealth Management sold out of The Kraft Heinz Company (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. 1,191 funds tracked by Wall St. Rank hold KHC as of Q4 2024.

LJI Wealth Management reported no remaining The Kraft Heinz Company position as of Q4 2024 after selling out during the quarter.
LJI Wealth Management sold 8,800 The Kraft Heinz Company shares in Q4 2024, an estimated $309K.
LJI Wealth Management first reported a position in The Kraft Heinz Company in Q4 2022 and held it in 8 quarters.
LJI Wealth Management's The Kraft Heinz Company position peaked at $624K in Q4 2022.
1,191 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q4 2024.

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