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Morningstar Investment Services’s Kraft Heinz KHC Stock Holding History

Morningstar Investment Services’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
-6,691
Closed -$246K – 386
2023
Q4 		$246K Buy
+6,691
New +$227K ﹤0.01% 374
2016
Q1 		– Sell
-262,769
Closed -$19.1M – 225
2015
Q4 		$19.1M Buy
262,769
+11,712
+5% +$864K 0.76% 41
2015
Q3 		$17.7M Buy
+251,057
New +$19M 0.75% 42

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

Morningstar Investment Services's KHC Position: Q1 2024 in Review

Morningstar Investment Services sold out of Kraft Heinz (KHC) in Q1 2024, closing a stake of 6,691 shares — an estimated $246K sold.

Morningstar Investment Services first reported a position in KHC in Q3 2015 and held it in 3 quarters. The position peaked at $19.1M in Q4 2015. 1,165 funds tracked by Wall St. Rank hold KHC as of Q1 2024.

  • Morningstar Investment Services reported no remaining Kraft Heinz position as of Q1 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 6,691 Kraft Heinz shares in Q1 2024, an estimated $246K.
  • Morningstar Investment Services first reported a position in Kraft Heinz in Q3 2015 and held it in 3 quarters.
  • Morningstar Investment Services's Kraft Heinz position peaked at $19.1M in Q4 2015.
  • 1,165 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2024.

Based on Morningstar Investment Services's 13F filing for Q1 2024, filed 15 May 2024.