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Long Island Wealth Management’s Kraft Heinz KHC Stock Holding History

Long Island 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
Q1 		– Sell
-94
Closed -$3K – 242
2023
Q4 		$3K Buy
+94
New +$3.2K ﹤0.01% 316

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Long Island Wealth Management's KHC Position: Q1 2024 in Review

Long Island Wealth Management sold out of Kraft Heinz (KHC) in Q1 2024, closing a stake of 94 shares — an estimated $3K sold.

Long Island Wealth Management first reported a position in KHC in Q4 2023 and held it in 1 quarter. The position peaked at $3K in Q4 2023. 1,165 funds tracked by Wall St. Rank hold KHC as of Q1 2024.

  • Long Island Wealth Management reported no remaining Kraft Heinz position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 94 Kraft Heinz shares in Q1 2024, an estimated $3K.
  • Long Island Wealth Management first reported a position in Kraft Heinz in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's Kraft Heinz position peaked at $3K in Q4 2023.
  • 1,165 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.