LM Advisors’s The Kraft Heinz Company 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 $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

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

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

LM Advisors's KHC Position: Q1 2024 in Review

LM Advisors sold out of The Kraft Heinz Company (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. 1,167 funds tracked by Wall St. Rank hold KHC as of Q1 2024.

LM Advisors reported no remaining The Kraft Heinz Company position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 1,500 The Kraft Heinz Company shares in Q1 2024, an estimated $55.5K.
LM Advisors first reported a position in The Kraft Heinz Company in Q4 2023 and held it in 1 quarter.
LM Advisors's The Kraft Heinz Company position peaked at $55.5K in Q4 2023.
1,167 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q1 2024.

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