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Northeast Financial Consultants’s The Kraft Heinz Company KHC Stock Holding History

Northeast Financial Consultants’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
-6,393
Closed -$224K – 296
2024
Q3 		$224K Buy
+6,393
New +$220K 0.01% 269
2024
Q2 		– Sell
-6,163
Closed -$227K – 287
2024
Q1 		$227K Sell
6,163
-31
-0.5% -$1.13K 0.01% 263
2023
Q4 		$229K Hold
6,194
– – 0.01% 253
2023
Q3 		$208K Hold
6,194
– – 0.01% 261
2023
Q2 		$220K Buy
6,194
+1
+0% +$38 0.01% 254
2023
Q1 		$239K Hold
6,193
– – 0.02% 274
2022
Q4 		$252K Hold
6,193
– – 0.02% 265
2022
Q3 		$207K Hold
6,193
– – 0.02% 303
2022
Q2 		$236K Buy
6,193
+1
+0% +$40 0.02% 290
2022
Q1 		$244K Hold
6,192
– – 0.01% 343
2021
Q4 		$222K Hold
6,192
– – 0.01% 326
2021
Q3 		$228K Buy
6,192
+1
+0% +$38 0.02% 318
2021
Q2 		$252K Sell
6,191
-56
-0.9% -$2.36K 0.02% 308
2021
Q1 		$250K Hold
6,247
– – 0.02% 295
2020
Q4 		$217K Buy
+6,247
New +$203K 0.02% 297
2020
Q3 		– Sell
-6,260
Closed -$200K – 306
2020
Q2 		$200K Buy
+6,260
New +$188K 0.02% 270
2020
Q1 		– Sell
-6,320
Closed -$203K – 294
2019
Q4 		$203K Buy
+6,320
New +$191K 0.02% 289
2019
Q3 		– Sell
-7,532
Closed -$234K – 326
2019
Q2 		$234K Sell
7,532
-74
-1% -$2.33K 0.02% 279
2019
Q1 		$248K Buy
+7,606
New +$310K 0.03% 264
2018
Q4 		– Sell
-7,160
Closed -$394K – 186
2018
Q3 		$394K Buy
+7,160
New +$428K 0.11% 100

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 $3.38T AUM 44.17% 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

Northeast Financial Consultants's KHC Position: Q4 2024 in Review

Northeast Financial Consultants sold out of The Kraft Heinz Company (KHC) in Q4 2024, closing a stake of 6,393 shares — an estimated $224K sold.

Northeast Financial Consultants first reported a position in KHC in Q3 2018 and held it in 20 quarters. The position peaked at $394K in Q3 2018. 1,192 funds tracked by Wall St. Rank hold KHC as of Q4 2024.

  • Northeast Financial Consultants reported no remaining The Kraft Heinz Company position as of Q4 2024 after selling out during the quarter.
  • Northeast Financial Consultants sold 6,393 The Kraft Heinz Company shares in Q4 2024, an estimated $224K.
  • Northeast Financial Consultants first reported a position in The Kraft Heinz Company in Q3 2018 and held it in 20 quarters.
  • Northeast Financial Consultants's The Kraft Heinz Company position peaked at $394K in Q3 2018.
  • 1,192 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q4 2024.

Based on Northeast Financial Consultants's 13F filing for Q4 2024, filed 14 Feb 2025.