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Oak Harvest Investment Services’s The Kraft Heinz Company KHC Stock Holding History

Oak Harvest 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
2023
Q3 		– Sell
-105,672
Closed -$3.75M – 114
2023
Q2 		$3.75M Buy
+105,672
New +$4.06M 0.84% 46

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Oak Harvest Investment Services's KHC Position: Q3 2023 in Review

Oak Harvest Investment Services sold out of The Kraft Heinz Company (KHC) in Q3 2023, closing a stake of 105,672 shares — an estimated $3.75M sold.

Oak Harvest Investment Services first reported a position in KHC in Q2 2023 and held it in 1 quarter. The position peaked at $3.75M in Q2 2023. 1,127 funds tracked by Wall St. Rank hold KHC as of Q3 2023.

  • Oak Harvest Investment Services reported no remaining The Kraft Heinz Company position as of Q3 2023 after selling out during the quarter.
  • Oak Harvest Investment Services sold 105,672 The Kraft Heinz Company shares in Q3 2023, an estimated $3.75M.
  • Oak Harvest Investment Services first reported a position in The Kraft Heinz Company in Q2 2023 and held it in 1 quarter.
  • Oak Harvest Investment Services's The Kraft Heinz Company position peaked at $3.75M in Q2 2023.
  • 1,127 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q3 2023.

Based on Oak Harvest Investment Services's 13F filing for Q3 2023, filed 25 Oct 2023.