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Strategic Financial Concepts’s Kraft Heinz KHC Stock Holding History

Strategic Financial Concepts’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
Q3 		– Sell
-17,458
Closed -$25.5K – 490
2024
Q2 		$25.5K Buy
+17,458
New +$622K 0.01% 309

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Strategic Financial Concepts's KHC Position: Q3 2024 in Review

Strategic Financial Concepts sold out of Kraft Heinz (KHC) in Q3 2024, closing a stake of 17,458 shares — an estimated $25.5K sold.

Strategic Financial Concepts first reported a position in KHC in Q2 2024 and held it in 1 quarter. The position peaked at $25.5K in Q2 2024. 1,189 funds tracked by Wall St. Rank hold KHC as of Q3 2024.

  • Strategic Financial Concepts reported no remaining Kraft Heinz position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 17,458 Kraft Heinz shares in Q3 2024, an estimated $25.5K.
  • Strategic Financial Concepts first reported a position in Kraft Heinz in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's Kraft Heinz position peaked at $25.5K in Q2 2024.
  • 1,189 funds tracked by Wall St. Rank held Kraft Heinz as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.