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Regal Investment Advisors’s The Kraft Heinz Company 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 $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

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

Regal Investment Advisors sold out of The Kraft Heinz Company (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. 1,191 funds tracked by Wall St. Rank hold KHC as of Q3 2024.

  • Regal Investment Advisors reported no remaining The Kraft Heinz Company position as of Q3 2024 after selling out during the quarter.
  • Regal Investment Advisors sold 6,441 The Kraft Heinz Company shares in Q3 2024, an estimated $208K.
  • Regal Investment Advisors first reported a position in The Kraft Heinz Company in Q3 2015 and held it in 2 quarters.
  • Regal Investment Advisors's The Kraft Heinz Company position peaked at $208K in Q2 2024.
  • 1,191 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q3 2024.

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