Proquility Private Wealth Partners’s The Kraft Heinz Company KHC Stock Holding History

Proquility Private Wealth Partners’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	-25,290	Closed	-$888K	–	91
2024 Q3	$888K	Buy	25,290 +2,258	+10%	+$77.7K	0.28%	78
2024 Q2	$742K	Sell	23,032 -1,023	-4%	-$36.5K	0.25%	79
2024 Q1	$888K	Buy	24,055 +13,837	+135%	+$503K	0.3%	73
2023 Q4	$378K	Sell	10,218 -10,832	-51%	-$368K	0.14%	84
2023 Q3	$708K	Sell	21,050 -708	-3%	-$24.5K	0.29%	79
2023 Q2	$772K	Buy	21,758 +546	+3%	+$21K	0.3%	76
2023 Q1	$820K	Buy	+21,212	New	+$840K	0.33%	78

Other funds holding KHC

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Proquility Private Wealth Partners's KHC Position: Q4 2024 in Review

Proquility Private Wealth Partners sold out of The Kraft Heinz Company (KHC) in Q4 2024, closing a stake of 25,290 shares — an estimated $888K sold.

Proquility Private Wealth Partners first reported a position in KHC in Q1 2023 and held it in 7 quarters. The position peaked at $888K in Q3 2024. 1,191 funds tracked by Wall St. Rank hold KHC as of Q4 2024.

Proquility Private Wealth Partners reported no remaining The Kraft Heinz Company position as of Q4 2024 after selling out during the quarter.
Proquility Private Wealth Partners sold 25,290 The Kraft Heinz Company shares in Q4 2024, an estimated $888K.
Proquility Private Wealth Partners first reported a position in The Kraft Heinz Company in Q1 2023 and held it in 7 quarters.
Proquility Private Wealth Partners's The Kraft Heinz Company position peaked at $888K in Q3 2024.
1,191 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q4 2024.

Based on Proquility Private Wealth Partners's 13F filing for Q4 2024, filed 17 Jan 2025.