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Planned Solutions’s Kraft Heinz KHC Stock Holding History

Planned Solutions’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
Q4 		– Sell
-1,231
Closed -$43.2K – 394
2024
Q3 		$43.2K Buy
+1,231
New +$42.4K 0.02% 316
2024
Q1 		– Sell
-300
Closed -$11.1K – 335
2023
Q4 		$11.1K Buy
+300
New +$10.2K 0.01% 409
2021
Q1 		– Sell
-3,258
Closed -$113K – 249
2020
Q4 		$113K Hold
3,258
– – 0.09% 88
2020
Q3 		$98K Buy
+3,258
New +$108K 0.1% 82

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Planned Solutions's KHC Position: Q4 2024 in Review

Planned Solutions sold out of Kraft Heinz (KHC) in Q4 2024, closing a stake of 1,231 shares — an estimated $43.2K sold.

Planned Solutions first reported a position in KHC in Q3 2020 and held it in 4 quarters. The position peaked at $113K in Q4 2020. 1,189 funds tracked by Wall St. Rank hold KHC as of Q4 2024.

  • Planned Solutions reported no remaining Kraft Heinz position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 1,231 Kraft Heinz shares in Q4 2024, an estimated $43.2K.
  • Planned Solutions first reported a position in Kraft Heinz in Q3 2020 and held it in 4 quarters.
  • Planned Solutions's Kraft Heinz position peaked at $113K in Q4 2020.
  • 1,189 funds tracked by Wall St. Rank held Kraft Heinz as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.