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Steward Financial Group’s Kraft Heinz KHC Stock Holding History

Steward Financial 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
2023
Q3 		$52K Sell
1,562
-32
-2% -$1.11K 0.02% 145
2023
Q2 		$56K Buy
+1,594
New +$61.3K 0.02% 131
2022
Q3 		– Sell
-31
Closed -$1K – 723
2022
Q2 		$1K Buy
+31
New +$1.24K ﹤0.01% 779
2022
Q1 		– Sell
-3
Closed – – 335
2021
Q4 		$0 Buy
+3
New +$108 ﹤0.01% 275

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Steward Financial Group's KHC Position: Q3 2023 in Review

Steward Financial Group reduced its Kraft Heinz (KHC) stake by 2% in Q3 2023, selling an estimated $1.11K and leaving 1,562 shares worth $52K. The position accounts for 0.02% of the portfolio, ranked #145.

Steward Financial Group first reported a position in KHC in Q4 2021 and has held it in 4 quarters since. The position peaked at $56K in Q2 2023. 1,127 funds tracked by Wall St. Rank hold KHC as of Q3 2023.

  • Steward Financial Group held 1,562 shares of Kraft Heinz worth $52K as of Q3 2023.
  • Steward Financial Group sold 32 Kraft Heinz shares in Q3 2023, an estimated $1.11K.
  • Kraft Heinz made up 0.02% of Steward Financial Group's portfolio in Q3 2023, its #145 holding.
  • Steward Financial Group first reported a position in Kraft Heinz in Q4 2021 and has held it in 4 quarters since.
  • Steward Financial Group's Kraft Heinz position peaked at $56K in Q2 2023.
  • 1,127 funds tracked by Wall St. Rank held Kraft Heinz as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.