Retirement Guys Formula’s The Kraft Heinz Company KHC Stock Holding History

Retirement Guys Formula’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 Q1	–	Sell	-13,608	Closed	-$503K	–	142
2023 Q4	$503K	Sell	13,608 -576	-4%	-$19.6K	0.27%	82
2023 Q3	$477K	Buy	14,184 +1,355	+11%	+$46.8K	0.33%	86
2023 Q2	$455K	Buy	12,829 +937	+8%	+$36K	0.26%	104
2023 Q1	$460K	Buy	11,892 +163	+1%	+$6.45K	0.33%	94
2022 Q4	$478K	Buy	11,729 +1,573	+15%	+$59.7K	0.39%	85
2022 Q3	$339K	Buy	10,156 +1,922	+23%	+$71.4K	0.36%	87
2022 Q2	$314K	Buy	8,234 +1,776	+28%	+$71.1K	0.32%	96
2022 Q1	$254K	Buy	+6,458	New	+$242K	0.17%	105

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Retirement Guys Formula's KHC Position: Q1 2024 in Review

Retirement Guys Formula sold out of The Kraft Heinz Company (KHC) in Q1 2024, closing a stake of 13,608 shares — an estimated $503K sold.

Retirement Guys Formula first reported a position in KHC in Q1 2022 and held it in 8 quarters. The position peaked at $503K in Q4 2023. 1,167 funds tracked by Wall St. Rank hold KHC as of Q1 2024.

Retirement Guys Formula reported no remaining The Kraft Heinz Company position as of Q1 2024 after selling out during the quarter.
Retirement Guys Formula sold 13,608 The Kraft Heinz Company shares in Q1 2024, an estimated $503K.
Retirement Guys Formula first reported a position in The Kraft Heinz Company in Q1 2022 and held it in 8 quarters.
Retirement Guys Formula's The Kraft Heinz Company position peaked at $503K in Q4 2023.
1,167 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q1 2024.

Based on Retirement Guys Formula's 13F filing for Q1 2024, filed 19 Apr 2024.