Stokes Family Office’s Kraft Heinz KHC Stock Holding History

Stokes Family Office’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 Q2	–	Sell	-5,572	Closed	-$206K	–	231
2024 Q1	$206K	Buy	5,572 +7	+0.1%	+$254	0.03%	215
2023 Q4	$206K	Buy	+5,565	New	+$189K	0.03%	209
2023 Q3	–	Sell	-5,724	Closed	-$203K	–	354
2023 Q2	$203K	Sell	5,724 -48	-0.8%	-$1.85K	0.02%	296
2023 Q1	$223K	Sell	5,772 -7	-0.1%	-$277	0.03%	262
2022 Q4	$235K	Buy	+5,779	New	+$219K	0.03%	243
2022 Q3	–	Sell	-5,788	Closed	-$221K	–	281
2022 Q2	$221K	Buy	5,788 +1	+0%	+$40	0.03%	243
2022 Q1	$228K	Sell	5,787 -515	-8%	-$19.3K	0.03%	233
2021 Q4	$226K	Sell	6,302 -49	-0.8%	-$1.76K	0.03%	225
2021 Q3	$234K	Buy	6,351 +1	+0%	+$38	0.03%	204
2021 Q2	$259K	Sell	6,350 -99	-2%	-$4.17K	0.04%	189
2021 Q1	$258K	Buy	6,449 +1	+0%	+$36	0.04%	174
2020 Q4	$223K	Buy	+6,448	New	+$209K	0.04%	160
2020 Q3	–	Sell	-6,367	Closed	-$203K	–	155
2020 Q2	$203K	Buy	+6,367	New	+$191K	0.05%	123

Other funds holding KHC

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return