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Realta Investment Advisors’s The Kraft Heinz Company KHC Stock Holding History

Realta Investment 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
-9,106
Closed -$293K – 580
2024
Q2 		$293K Buy
9,106
+1,417
+18% +$50.5K 0.06% 316
2024
Q1 		$284K Sell
7,689
-381
-5% -$13.8K 0.06% 327
2023
Q4 		$298K Sell
8,070
-1,276
-14% -$43.4K 0.07% 314
2023
Q3 		$332K Sell
9,346
-287
-3% -$9.92K 0.08% 272
2023
Q2 		$342K Sell
9,633
-489
-5% -$18.8K 0.07% 277
2023
Q1 		$391K Sell
10,122
-2,600
-20% -$103K 0.1% 243
2022
Q4 		$518K Sell
12,722
-630
-5% -$23.9K 0.13% 200
2022
Q3 		$445K Buy
13,352
+210
+2% +$7.8K 0.12% 206
2022
Q2 		$508K Sell
13,142
-1,058
-7% -$42.4K 0.12% 182
2022
Q1 		$559K Buy
14,200
+549
+4% +$20.6K 0.11% 195
2021
Q4 		$490K Buy
13,651
+796
+6% +$28.6K 0.11% 217
2021
Q3 		$473K Buy
12,855
+229
+2% +$8.62K 0.11% 213
2021
Q2 		$515K Sell
12,626
-1,629
-11% -$68.6K 0.12% 199
2021
Q1 		$570K Buy
14,255
+316
+2% +$11.4K 0.15% 175
2020
Q4 		$483K Sell
13,939
-1,381
-9% -$44.8K 0.14% 171
2020
Q3 		$459K Buy
15,320
+4,362
+40% +$145K 0.15% 158
2020
Q2 		$349K Buy
+10,958
New +$329K 0.11% 220
2020
Q1 		– Sell
-9,196
Closed -$278K – 896
2019
Q4 		$278K Buy
9,196
+190
+2% +$5.75K 0.08% 278
2019
Q3 		$252K Buy
9,006
+284
+3% +$8.17K 0.07% 284
2019
Q2 		$271K Sell
8,722
-2,171
-20% -$68.4K 0.08% 278
2019
Q1 		$357K Buy
+10,893
New +$444K 0.16% 183

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

Realta Investment Advisors's KHC Position: Q3 2024 in Review

Realta Investment Advisors sold out of The Kraft Heinz Company (KHC) in Q3 2024, closing a stake of 9,106 shares — an estimated $293K sold.

Realta Investment Advisors first reported a position in KHC in Q1 2019 and held it in 21 quarters. The position peaked at $570K in Q1 2021. 1,191 funds tracked by Wall St. Rank hold KHC as of Q3 2024.

  • Realta Investment Advisors reported no remaining The Kraft Heinz Company position as of Q3 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 9,106 The Kraft Heinz Company shares in Q3 2024, an estimated $293K.
  • Realta Investment Advisors first reported a position in The Kraft Heinz Company in Q1 2019 and held it in 21 quarters.
  • Realta Investment Advisors's The Kraft Heinz Company position peaked at $570K in Q1 2021.
  • 1,191 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.