Oak Harbor Wealth Partners’s The Kraft Heinz Company KHC Stock Holding History

Oak Harbor Wealth Partners’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	-20,481	Closed	-$719K	–	229
2024 Q3	$719K	Buy	20,481 +1	+0%	+$34	0.21%	107
2024 Q2	$660K	Hold	20,480	–	–	0.21%	100
2024 Q1	$756K	Buy	20,480 +1,500	+8%	+$54.5K	0.24%	89
2023 Q4	$702K	Sell	18,980 -852	-4%	-$29K	0.24%	89
2023 Q3	$667K	Buy	19,832 +204	+1%	+$7.05K	0.24%	92
2023 Q2	$697K	Buy	19,628 +4	+0%	+$154	0.24%	84
2023 Q1	$759K	Buy	19,624 +4	+0%	+$158	0.28%	80
2022 Q4	$799K	Buy	19,620 +3	+0%	+$114	0.3%	75
2022 Q3	$654K	Buy	19,617 +2,668	+16%	+$99.1K	0.26%	79
2022 Q2	$646K	Hold	16,949	–	–	0.26%	84
2022 Q1	$668K	Hold	16,949	–	–	0.22%	87
2021 Q4	$608K	Buy	+16,949	New	+$609K	0.21%	91

Other funds holding KHC

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Oak Harbor Wealth Partners's KHC Position: Q4 2024 in Review

Oak Harbor Wealth Partners sold out of The Kraft Heinz Company (KHC) in Q4 2024, closing a stake of 20,481 shares — an estimated $719K sold.

Oak Harbor Wealth Partners first reported a position in KHC in Q4 2021 and held it in 12 quarters. The position peaked at $799K in Q4 2022. 1,192 funds tracked by Wall St. Rank hold KHC as of Q4 2024.

Oak Harbor Wealth Partners reported no remaining The Kraft Heinz Company position as of Q4 2024 after selling out during the quarter.
Oak Harbor Wealth Partners sold 20,481 The Kraft Heinz Company shares in Q4 2024, an estimated $719K.
Oak Harbor Wealth Partners first reported a position in The Kraft Heinz Company in Q4 2021 and held it in 12 quarters.
Oak Harbor Wealth Partners's The Kraft Heinz Company position peaked at $799K in Q4 2022.
1,192 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q4 2024.

Based on Oak Harbor Wealth Partners's 13F filing for Q4 2024, filed 7 Feb 2025.