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Spartan Planning & Wealth Management’s Kraft Heinz KHC Stock Holding History

Spartan Planning & Wealth Management’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 		$222 Hold
6
– – ﹤0.01% 181
2023
Q3 		$202 Buy
+6
New +$207 ﹤0.01% 145
2022
Q4 		$21K Buy
+515
New +$19.6K 0.03% 112
2022
Q3 		– Sell
-541
Closed -$21K – 98
2022
Q2 		$21K Buy
+541
New +$21.7K 0.03% 67

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

Spartan Planning & Wealth Management's KHC Position: Q4 2023 in Review

Spartan Planning & Wealth Management held its Kraft Heinz (KHC) position steady in Q4 2023 at 6 shares worth $222. The position accounts for ﹤0.01% of the portfolio, ranked #181.

Spartan Planning & Wealth Management first reported a position in KHC in Q2 2022 and has held it in 4 quarters since. The position peaked at $21K in Q2 2022. 1,181 funds tracked by Wall St. Rank hold KHC as of Q4 2023.

  • Spartan Planning & Wealth Management held 6 shares of Kraft Heinz worth $222 as of Q4 2023.
  • Spartan Planning & Wealth Management left its Kraft Heinz share count unchanged in Q4 2023.
  • Kraft Heinz made up ﹤0.01% of Spartan Planning & Wealth Management's portfolio in Q4 2023, its #181 holding.
  • Spartan Planning & Wealth Management first reported a position in Kraft Heinz in Q2 2022 and has held it in 4 quarters since.
  • Spartan Planning & Wealth Management's Kraft Heinz position peaked at $21K in Q2 2022.
  • 1,181 funds tracked by Wall St. Rank held Kraft Heinz as of Q4 2023.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2023, filed 12 Mar 2024.