RAG
KHC icon

RIA Advisory Group’s Kraft Heinz KHC Stock Holding History

RIA Advisory Group’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
-10,689
Closed -$375K – 143
2024
Q3 		$375K Buy
+10,689
New +$368K 0.13% 81
2024
Q1 		$363K Buy
+9,825
New +$357K 0.15% 86
2023
Q4 		– Sell
-20,055
Closed -$675K – 148
2023
Q3 		$675K Buy
20,055
+1,263
+7% +$43.6K 0.3% 43
2023
Q2 		$667K Buy
18,792
+4,914
+35% +$189K 0.29% 53
2023
Q1 		$538K Buy
+13,878
New +$549K 0.25% 60

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

RIA Advisory Group's KHC Position: Q4 2024 in Review

RIA Advisory Group sold out of Kraft Heinz (KHC) in Q4 2024, closing a stake of 10,689 shares — an estimated $375K sold.

RIA Advisory Group first reported a position in KHC in Q1 2023 and held it in 5 quarters. The position peaked at $675K in Q3 2023. 1,191 funds tracked by Wall St. Rank hold KHC as of Q4 2024.

  • RIA Advisory Group reported no remaining Kraft Heinz position as of Q4 2024 after selling out during the quarter.
  • RIA Advisory Group sold 10,689 Kraft Heinz shares in Q4 2024, an estimated $375K.
  • RIA Advisory Group first reported a position in Kraft Heinz in Q1 2023 and held it in 5 quarters.
  • RIA Advisory Group's Kraft Heinz position peaked at $675K in Q3 2023.
  • 1,191 funds tracked by Wall St. Rank held Kraft Heinz as of Q4 2024.

Based on RIA Advisory Group's 13F filing for Q4 2024, filed 14 Feb 2025.