Straight Path Wealth Management’s Kraft Heinz KHC Stock Holding History

Straight Path 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	–	Sell	-27,900	Closed	-$939K	–	93
2023 Q3	$939K	Hold	27,900	–	–	0.64%	22
2023 Q2	$990K	Buy	27,900 +900	+3%	+$34.6K	0.68%	19
2023 Q1	$1.04M	Hold	27,000	–	–	0.83%	17
2022 Q4	$1.1M	Hold	27,000	–	–	1.05%	17
2022 Q3	$900K	Hold	27,000	–	–	0.81%	26
2022 Q2	$1.03M	Hold	27,000	–	–	1.01%	22
2022 Q1	$1.06M	Hold	27,000	–	–	0.9%	20
2021 Q4	$969K	Buy	+27,000	New	+$970K	0.84%	22

Other funds holding KHC

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Straight Path Wealth Management's KHC Position: Q4 2023 in Review

Straight Path Wealth Management sold out of Kraft Heinz (KHC) in Q4 2023, closing a stake of 27,900 shares — an estimated $939K sold.

Straight Path Wealth Management first reported a position in KHC in Q4 2021 and held it in 8 quarters. The position peaked at $1.1M in Q4 2022. 1,182 funds tracked by Wall St. Rank hold KHC as of Q4 2023.

Straight Path Wealth Management reported no remaining Kraft Heinz position as of Q4 2023 after selling out during the quarter.
Straight Path Wealth Management sold 27,900 Kraft Heinz shares in Q4 2023, an estimated $939K.
Straight Path Wealth Management first reported a position in Kraft Heinz in Q4 2021 and held it in 8 quarters.
Straight Path Wealth Management's Kraft Heinz position peaked at $1.1M in Q4 2022.
1,182 funds tracked by Wall St. Rank held Kraft Heinz as of Q4 2023.

Based on Straight Path Wealth Management's 13F filing for Q4 2023, filed 23 Jan 2024.