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PFW Advisors’s The Kraft Heinz Company KHC Stock Holding History

PFW 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
Q2 		$225K Buy
6,992
+579
+9% +$20.6K 0.07% 111
2024
Q1 		$237K Buy
6,413
+264
+4% +$9.59K 0.07% 113
2023
Q4 		$227K Buy
6,149
+39
+0.6% +$1.33K 0.07% 112
2023
Q3 		$206K Buy
6,110
+69
+1% +$2.38K 0.07% 114
2023
Q2 		$209K Buy
+6,041
New +$232K 0.07% 114
2019
Q3 		$237K Buy
+6,755
New +$194K 0.07% 109

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

PFW Advisors's KHC Position: Q2 2024 in Review

PFW Advisors increased its The Kraft Heinz Company (KHC) stake by 9% in Q2 2024, buying an estimated $20.6K and bringing the position to 6,992 shares worth $225K. The position accounts for 0.07% of the portfolio, ranked #111.

PFW Advisors first reported a position in KHC in Q3 2019 and has held it in 6 quarters since. The position peaked at $237K in Q3 2019. 1,186 funds tracked by Wall St. Rank hold KHC as of Q2 2024.

  • PFW Advisors held 6,992 shares of The Kraft Heinz Company worth $225K as of Q2 2024.
  • PFW Advisors bought 579 The Kraft Heinz Company shares in Q2 2024, an estimated $20.6K.
  • The Kraft Heinz Company made up 0.07% of PFW Advisors's portfolio in Q2 2024, its #111 holding.
  • PFW Advisors first reported a position in The Kraft Heinz Company in Q3 2019 and has held it in 6 quarters since.
  • PFW Advisors's The Kraft Heinz Company position peaked at $237K in Q3 2019.
  • 1,186 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q2 2024.

Based on PFW Advisors's 13F filing for Q2 2024, filed 10 Jul 2024.