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Ritter Daniher Financial Advisory’s Kraft Heinz KHC Stock Holding History

Ritter Daniher Financial Advisory’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
2023
Q4 		– Sell
-200
Closed -$6.73K – 360
2023
Q3 		$6.73K Buy
+200
New +$6.91K ﹤0.01% 253

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Ritter Daniher Financial Advisory's KHC Position: Q4 2023 in Review

Ritter Daniher Financial Advisory sold out of Kraft Heinz (KHC) in Q4 2023, closing a stake of 200 shares — an estimated $6.73K sold.

Ritter Daniher Financial Advisory first reported a position in KHC in Q3 2023 and held it in 1 quarter. The position peaked at $6.73K in Q3 2023. 1,181 funds tracked by Wall St. Rank hold KHC as of Q4 2023.

  • Ritter Daniher Financial Advisory reported no remaining Kraft Heinz position as of Q4 2023 after selling out during the quarter.
  • Ritter Daniher Financial Advisory sold 200 Kraft Heinz shares in Q4 2023, an estimated $6.73K.
  • Ritter Daniher Financial Advisory first reported a position in Kraft Heinz in Q3 2023 and held it in 1 quarter.
  • Ritter Daniher Financial Advisory's Kraft Heinz position peaked at $6.73K in Q3 2023.
  • 1,181 funds tracked by Wall St. Rank held Kraft Heinz as of Q4 2023.

Based on Ritter Daniher Financial Advisory's 13F filing for Q4 2023, filed 9 Feb 2024.