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Phoenix Financial’s The Kraft Heinz Company KHC Stock Holding History

Phoenix Financial’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
Q2 		– Sell
-6,240
Closed -$240K – 345
2023
Q1 		$240K Buy
+6,240
New +$247K 0.01% 256

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 $3.37T AUM 44.26% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Phoenix Financial's KHC Position: Q2 2023 in Review

Phoenix Financial sold out of The Kraft Heinz Company (KHC) in Q2 2023, closing a stake of 6,240 shares — an estimated $240K sold.

Phoenix Financial first reported a position in KHC in Q1 2023 and held it in 1 quarter. The position peaked at $240K in Q1 2023. 1,163 funds tracked by Wall St. Rank hold KHC as of Q2 2023.

  • Phoenix Financial reported no remaining The Kraft Heinz Company position as of Q2 2023 after selling out during the quarter.
  • Phoenix Financial sold 6,240 The Kraft Heinz Company shares in Q2 2023, an estimated $240K.
  • Phoenix Financial first reported a position in The Kraft Heinz Company in Q1 2023 and held it in 1 quarter.
  • Phoenix Financial's The Kraft Heinz Company position peaked at $240K in Q1 2023.
  • 1,163 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q2 2023.

Based on Phoenix Financial's 13F filing for Q2 2023, filed 7 Aug 2023.