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Simplicity Solutions’s Kraft Heinz KHC Stock Holding History

Simplicity Solutions’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 		$459K Buy
12,425
+1,074
+9% +$36.5K 0.01% 692
2023
Q3 		$382K Sell
11,351
-4,928
-30% -$170K 0.01% 677
2023
Q2 		$578K Buy
16,279
+1,121
+7% +$43.1K 0.02% 622
2023
Q1 		$586K Sell
15,158
-157
-1% -$6.22K 0.02% 645
2022
Q4 		$623K Buy
15,315
+3,186
+26% +$121K 0.08% 284
2022
Q3 		$405K Sell
12,129
-5,195
-30% -$193K 0.06% 363
2022
Q2 		$661K Buy
17,324
+1,844
+12% +$73.8K 0.09% 251
2022
Q1 		$610K Buy
+15,480
New +$580K 0.07% 270
2021
Q4 		– Sell
-9,991
Closed -$368K – 544
2021
Q3 		$368K Buy
9,991
+394
+4% +$14.8K 0.06% 350
2021
Q2 		$391K Buy
9,597
+613
+7% +$25.8K 0.08% 291
2021
Q1 		$359K Sell
8,984
-24,164
-73% -$870K 0.08% 271
2020
Q4 		$1.15M Sell
33,148
-1,764
-5% -$57.3K 0.02% 506
2020
Q3 		$1.05M Buy
34,912
+10,198
+41% +$339K 0.02% 468
2020
Q2 		$788K Buy
+24,714
New +$742K 0.02% 529
2019
Q2 		– Sell
-11,405
Closed -$372K – 774
2019
Q1 		$372K Sell
11,405
-1,904
-14% -$77.6K 0.02% 473
2018
Q4 		$572K Sell
13,309
-6,668
-33% -$345K 0.07% 285
2018
Q3 		$1.1M Buy
19,977
+9,958
+99% +$595K 0.06% 159
2018
Q2 		$630K Buy
10,019
+4,664
+87% +$277K 0.05% 217
2018
Q1 		$334K Buy
+5,355
New +$383K 0.03% 261
2017
Q3 		– Sell
-8,519
Closed -$730K – 300
2017
Q2 		$730K Buy
8,519
+101
+1% +$9.16K 0.09% 200
2017
Q1 		$764K Sell
8,418
-928
-10% -$83.6K 0.12% 182
2016
Q4 		$816K Buy
+9,346
New +$800K 0.19% 132
2016
Q1 		– Sell
-16,647
Closed -$1.21M – 356
2015
Q4 		$1.21M Buy
16,647
+13,147
+376% +$970K 0.14% 196
2015
Q3 		$247K Buy
+3,500
New +$264K 0.27% 96

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

Simplicity Solutions's KHC Position: Q4 2023 in Review

Simplicity Solutions increased its Kraft Heinz (KHC) stake by 9.5% in Q4 2023, buying an estimated $36.5K and bringing the position to 12,425 shares worth $459K. The position accounts for 0.01% of the portfolio, ranked #692.

Simplicity Solutions first reported a position in KHC in Q3 2015 and has held it in 24 quarters since. The position peaked at $1.21M in Q4 2015. 1,181 funds tracked by Wall St. Rank hold KHC as of Q4 2023.

  • Simplicity Solutions held 12,425 shares of Kraft Heinz worth $459K as of Q4 2023.
  • Simplicity Solutions bought 1,074 Kraft Heinz shares in Q4 2023, an estimated $36.5K.
  • Kraft Heinz made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #692 holding.
  • Simplicity Solutions first reported a position in Kraft Heinz in Q3 2015 and has held it in 24 quarters since.
  • Simplicity Solutions's Kraft Heinz position peaked at $1.21M in Q4 2015.
  • 1,181 funds tracked by Wall St. Rank held Kraft Heinz as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.