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Sugarloaf Wealth Management’s Kraft Heinz KHC Stock Holding History

Sugarloaf 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
2024
Q4 		$11K Buy
359
+86
+32% +$2.82K ﹤0.01% 487
2024
Q3 		$9.59K Buy
273
+2
+0.7% +$69 ﹤0.01% 509
2024
Q2 		$8.74K Buy
271
+4
+1% +$143 ﹤0.01% 492
2024
Q1 		$9.86K Sell
267
-148
-36% -$5.38K ﹤0.01% 485
2023
Q4 		$15.4K Buy
415
+150
+57% +$5.1K ﹤0.01% 435
2023
Q3 		$8.93K Buy
265
+1
+0.4% +$35 ﹤0.01% 477
2023
Q2 		$9.35K Buy
264
+3
+1% +$115 ﹤0.01% 480
2023
Q1 		$10.1K Buy
261
+1
+0.4% +$40 ﹤0.01% 471
2022
Q4 		$10.6K Sell
260
-24
-8% -$911 ﹤0.01% 490
2022
Q3 		$10K Buy
284
+2
+0.7% +$74 ﹤0.01% 523
2022
Q2 		$11K Buy
282
+2
+0.7% +$80 ﹤0.01% 511
2022
Q1 		$11K Buy
280
+2
+0.7% +$75 ﹤0.01% 485
2021
Q4 		$10K Sell
278
-106
-28% -$3.81K ﹤0.01% 511
2021
Q3 		$14K Buy
384
+152
+66% +$5.72K ﹤0.01% 485
2021
Q2 		$9K Hold
232
– – ﹤0.01% 510
2021
Q1 		$9 Buy
232
+1
+0.4% +$36 ﹤0.01% 510
2020
Q4 		$8K Sell
231
-406
-64% -$13.2K ﹤0.01% 497
2020
Q3 		$18K Sell
637
-29
-4% -$965 0.01% 373
2020
Q2 		$21K Sell
666
-1
-0.1% -$30 0.01% 345
2020
Q1 		$16K Sell
667
-51
-7% -$1.4K 0.01% 368
2019
Q4 		$23K Buy
+718
New +$21.7K 0.01% 352

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Sugarloaf Wealth Management's KHC Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its Kraft Heinz (KHC) stake by 32% in Q4 2024, buying an estimated $2.82K and bringing the position to 359 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #487.

Sugarloaf Wealth Management first reported a position in KHC in Q4 2019 and has held it in 21 quarters since. The position peaked at $23K in Q4 2019. 1,189 funds tracked by Wall St. Rank hold KHC as of Q4 2024.

  • Sugarloaf Wealth Management held 359 shares of Kraft Heinz worth $11K as of Q4 2024.
  • Sugarloaf Wealth Management bought 86 Kraft Heinz shares in Q4 2024, an estimated $2.82K.
  • Kraft Heinz made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #487 holding.
  • Sugarloaf Wealth Management first reported a position in Kraft Heinz in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's Kraft Heinz position peaked at $23K in Q4 2019.
  • 1,189 funds tracked by Wall St. Rank held Kraft Heinz as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.