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Steward Partners Investment Solutions’s The Kraft Heinz Company KHC Stock Holding History

Steward Partners Investment 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
2024
Q1 		– Sell
-685
Closed -$25.3K – 265
2023
Q4 		$25.3K Buy
+685
New +$23.3K 0.01% 142

Other funds holding KHC

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Steward Partners Investment Solutions's KHC Position: Q1 2024 in Review

Steward Partners Investment Solutions sold out of The Kraft Heinz Company (KHC) in Q1 2024, closing a stake of 685 shares — an estimated $25.3K sold.

Steward Partners Investment Solutions first reported a position in KHC in Q4 2023 and held it in 1 quarter. The position peaked at $25.3K in Q4 2023. 1,167 funds tracked by Wall St. Rank hold KHC as of Q1 2024.

  • Steward Partners Investment Solutions reported no remaining The Kraft Heinz Company position as of Q1 2024 after selling out during the quarter.
  • Steward Partners Investment Solutions sold 685 The Kraft Heinz Company shares in Q1 2024, an estimated $25.3K.
  • Steward Partners Investment Solutions first reported a position in The Kraft Heinz Company in Q4 2023 and held it in 1 quarter.
  • Steward Partners Investment Solutions's The Kraft Heinz Company position peaked at $25.3K in Q4 2023.
  • 1,167 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.