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Mark Sheptoff Financial Planning’s Kraft Heinz KHC Stock Holding History

Mark Sheptoff Financial Planning’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
-69
Closed -$2.42K – 441
2024
Q3 		$2.42K Hold
69
– – ﹤0.01% 390
2024
Q2 		$2.22K Hold
69
– – ﹤0.01% 389
2024
Q1 		$2.55K Hold
69
– – ﹤0.01% 357
2023
Q4 		$2.55K Sell
69
-319
-82% -$10.8K ﹤0.01% 353
2023
Q3 		$13.1K Buy
388
+319
+462% +$11K 0.01% 249
2023
Q2 		$2.45K Hold
69
– – ﹤0.01% 341
2023
Q1 		$2.67K Sell
69
-163
-70% -$6.45K ﹤0.01% 334
2022
Q4 		$9.45K Buy
232
+163
+236% +$6.19K 0.01% 270
2022
Q3 		$2K Buy
+69
New +$2.56K ﹤0.01% 328
2018
Q4 		– Sell
-10,809
Closed -$596K – 344
2018
Q3 		$596K Buy
10,809
+217
+2% +$13K 0.41% 53
2018
Q2 		$665K Sell
10,592
-1,399
-12% -$83K 0.49% 46
2018
Q1 		$747K Sell
11,991
-2,045
-15% -$146K 0.52% 48
2017
Q4 		$1.09M Sell
14,036
-1,230
-8% -$96.6K 0.71% 38
2017
Q3 		$1.18M Sell
15,266
-365
-2% -$30.5K 0.79% 37
2017
Q2 		$1.34M Hold
15,631
– – 0.92% 28
2017
Q1 		$1.42M Buy
15,631
+2
+0% +$180 1.01% 26
2016
Q4 		$1.36M Buy
15,629
+3
+0% +$257 1.01% 29
2016
Q3 		$1.4M Buy
15,626
+2
+0% +$177 1.04% 29
2016
Q2 		$1.38M Sell
15,624
-31
-0.2% -$2.55K 1.03% 30
2016
Q1 		$1.23M Sell
15,655
-163
-1% -$12.2K 1% 29
2015
Q4 		$1.15M Buy
15,818
+152
+1% +$11.2K 0.93% 27
2015
Q3 		$1.11M Buy
+15,666
New +$1.18M 0.97% 29

Other funds holding KHC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Mark Sheptoff Financial Planning's KHC Position: Q4 2024 in Review

Mark Sheptoff Financial Planning sold out of Kraft Heinz (KHC) in Q4 2024, closing a stake of 69 shares — an estimated $2.42K sold.

Mark Sheptoff Financial Planning first reported a position in KHC in Q3 2015 and held it in 22 quarters. The position peaked at $1.42M in Q1 2017. 1,191 funds tracked by Wall St. Rank hold KHC as of Q4 2024.

  • Mark Sheptoff Financial Planning reported no remaining Kraft Heinz position as of Q4 2024 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 69 Kraft Heinz shares in Q4 2024, an estimated $2.42K.
  • Mark Sheptoff Financial Planning first reported a position in Kraft Heinz in Q3 2015 and held it in 22 quarters.
  • Mark Sheptoff Financial Planning's Kraft Heinz position peaked at $1.42M in Q1 2017.
  • 1,191 funds tracked by Wall St. Rank held Kraft Heinz as of Q4 2024.

Based on Mark Sheptoff Financial Planning's 13F filing for Q4 2024, filed 12 Feb 2025.