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Mowery & Schoenfeld Wealth Management’s Kraft Heinz KHC Stock Holding History

Mowery & Schoenfeld 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
Q4 		– Sell
-531
Closed -$18.6K – 506
2024
Q3 		$18.6K Hold
531
– – 0.03% 154
2024
Q2 		$17.1K Hold
531
– – 0.02% 149
2024
Q1 		$19.6K Hold
531
– – 0.04% 105
2023
Q4 		$19.6K Buy
+531
New +$18.1K 0.04% 99

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's KHC Position: Q4 2024 in Review

Mowery & Schoenfeld Wealth Management sold out of Kraft Heinz (KHC) in Q4 2024, closing a stake of 531 shares — an estimated $18.6K sold.

Mowery & Schoenfeld Wealth Management first reported a position in KHC in Q4 2023 and held it in 4 quarters. The position peaked at $19.6K in Q4 2023. 1,189 funds tracked by Wall St. Rank hold KHC as of Q4 2024.

  • Mowery & Schoenfeld Wealth Management reported no remaining Kraft Heinz position as of Q4 2024 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 531 Kraft Heinz shares in Q4 2024, an estimated $18.6K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Kraft Heinz in Q4 2023 and held it in 4 quarters.
  • Mowery & Schoenfeld Wealth Management's Kraft Heinz position peaked at $19.6K in Q4 2023.
  • 1,189 funds tracked by Wall St. Rank held Kraft Heinz as of Q4 2024.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.