Signature Wealth Management Partners’s The Kraft Heinz Company KHC Stock Holding History

Signature Wealth Management Partners’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 Q2	–	Sell	-9,304	Closed	-$360K	–	104
2023 Q1	$360K	Buy	9,304 +41	+0.4%	+$1.62K	0.33%	67
2022 Q4	$377K	Buy	9,263 +680	+8%	+$25.8K	0.37%	65
2022 Q3	$286K	Buy	8,583 +299	+4%	+$11.1K	0.31%	74
2022 Q2	$316K	Hold	8,284	–	–	0.32%	73
2022 Q1	$326K	Sell	8,284 -139	-2%	-$5.21K	0.28%	77
2021 Q4	$302K	Hold	8,423	–	–	0.26%	84
2021 Q3	$310K	Hold	8,423	–	–	0.28%	80
2021 Q2	$343K	Sell	8,423 -150	-2%	-$6.31K	0.31%	73
2021 Q1	$343K	Hold	8,573	–	–	0.33%	71
2020 Q4	$297K	Buy	+8,573	New	+$278K	0.3%	70

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Signature Wealth Management Partners's KHC Position: Q2 2023 in Review

Signature Wealth Management Partners sold out of The Kraft Heinz Company (KHC) in Q2 2023, closing a stake of 9,304 shares — an estimated $360K sold.

Signature Wealth Management Partners first reported a position in KHC in Q4 2020 and held it in 10 quarters. The position peaked at $377K in Q4 2022. 1,163 funds tracked by Wall St. Rank hold KHC as of Q2 2023.

Signature Wealth Management Partners reported no remaining The Kraft Heinz Company position as of Q2 2023 after selling out during the quarter.
Signature Wealth Management Partners sold 9,304 The Kraft Heinz Company shares in Q2 2023, an estimated $360K.
Signature Wealth Management Partners first reported a position in The Kraft Heinz Company in Q4 2020 and held it in 10 quarters.
Signature Wealth Management Partners's The Kraft Heinz Company position peaked at $377K in Q4 2022.
1,163 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q2 2023.

Based on Signature Wealth Management Partners's 13F filing for Q2 2023, filed 24 Jul 2023.