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Pacific Capital Wealth Advisors’s Kraft Heinz KHC Stock Holding History

Pacific Capital Wealth Advisors’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
Q3 		– Sell
-1
Closed -$32 – 558
2024
Q2 		$32 Sell
1
-23
-96% -$820 ﹤0.01% 524
2024
Q1 		$886 Buy
+24
New +$872 ﹤0.01% 483

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Pacific Capital Wealth Advisors's KHC Position: Q3 2024 in Review

Pacific Capital Wealth Advisors sold out of Kraft Heinz (KHC) in Q3 2024, closing a stake of 1 share — an estimated $32 sold.

Pacific Capital Wealth Advisors first reported a position in KHC in Q1 2024 and held it in 2 quarters. The position peaked at $886 in Q1 2024. 1,189 funds tracked by Wall St. Rank hold KHC as of Q3 2024.

  • Pacific Capital Wealth Advisors reported no remaining Kraft Heinz position as of Q3 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 1 Kraft Heinz share in Q3 2024, an estimated $32.
  • Pacific Capital Wealth Advisors first reported a position in Kraft Heinz in Q1 2024 and held it in 2 quarters.
  • Pacific Capital Wealth Advisors's Kraft Heinz position peaked at $886 in Q1 2024.
  • 1,189 funds tracked by Wall St. Rank held Kraft Heinz as of Q3 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.