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Regal Investment Advisors’s Kraft Heinz KHC Stock Holding History

Regal 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
-6,441
Closed -$208K – 546
2024
Q2 		$208K Buy
+6,441
New +$230K 0.01% 542
2015
Q4 		– Sell
-289
Closed -$20K – 604
2015
Q3 		$20K Buy
+289
New +$21.8K 0.01% 555

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Regal Investment Advisors sold out of Kraft Heinz (KHC) in Q3 2024, closing a stake of 6,441 shares — an estimated $208K sold.

Regal Investment Advisors first reported a position in KHC in Q3 2015 and held it in 2 quarters. The position peaked at $208K in Q2 2024. 1,189 funds tracked by Wall St. Rank hold KHC as of Q3 2024.

  • Regal Investment Advisors reported no remaining Kraft Heinz position as of Q3 2024 after selling out during the quarter.
  • Regal Investment Advisors sold 6,441 Kraft Heinz shares in Q3 2024, an estimated $208K.
  • Regal Investment Advisors first reported a position in Kraft Heinz in Q3 2015 and held it in 2 quarters.
  • Regal Investment Advisors's Kraft Heinz position peaked at $208K in Q2 2024.
  • 1,189 funds tracked by Wall St. Rank held Kraft Heinz as of Q3 2024.

Based on Regal Investment Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.