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Pacific Capital Wealth Advisors’s The Kraft Heinz Company 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 $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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Pacific Capital Wealth Advisors sold out of The Kraft Heinz Company (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. 1,191 funds tracked by Wall St. Rank hold KHC as of Q3 2024.

  • Pacific Capital Wealth Advisors reported no remaining The Kraft Heinz Company position as of Q3 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 1 The Kraft Heinz Company share in Q3 2024, an estimated $32.
  • Pacific Capital Wealth Advisors first reported a position in The Kraft Heinz Company in Q1 2024 and held it in 2 quarters.
  • Pacific Capital Wealth Advisors's The Kraft Heinz Company position peaked at $886 in Q1 2024.
  • 1,191 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q3 2024.

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