MIS
Morningstar Investment Services’s Kraft Heinz KHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,691
| Closed | -$246K | – | 386 |
|
|
2023
Q4 | $246K | Buy |
+6,691
| New | +$246K | ﹤0.01% | 374 |
|
|
2016
Q1 | – | Sell |
-262,769
| Closed | -$19.1M | – | 225 |
|
|
2015
Q4 | $19.1M | Buy |
262,769
+11,712
| +5% | +$852K | 0.76% | 41 |
|
|
2015
Q3 | $17.7M | Buy |
+251,057
| New | +$17.7M | 0.75% | 42 |
|