LM Advisors’s Kraft Heinz KHC Stock Holding History

LM Advisors’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	-1,500	Closed	-$55.5K	–	483
2023 Q4	$55.5K	Buy	+1,500	New	+$51K	0.01%	317

Other funds holding KHC

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

LM Advisors's KHC Position: Q1 2024 in Review

LM Advisors sold out of Kraft Heinz (KHC) in Q1 2024, closing a stake of 1,500 shares — an estimated $55.5K sold.

LM Advisors first reported a position in KHC in Q4 2023 and held it in 1 quarter. The position peaked at $55.5K in Q4 2023. 1,165 funds tracked by Wall St. Rank hold KHC as of Q1 2024.

LM Advisors reported no remaining Kraft Heinz position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 1,500 Kraft Heinz shares in Q1 2024, an estimated $55.5K.
LM Advisors first reported a position in Kraft Heinz in Q4 2023 and held it in 1 quarter.
LM Advisors's Kraft Heinz position peaked at $55.5K in Q4 2023.
1,165 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.