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Summit X LLC’s Kraft Heinz KHC Stock Holding History

Summit X LLC’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
-6,757
Closed -$218K – 224
2024
Q2 		$218K Buy
+6,757
New +$241K 0.05% 221
2023
Q3 		– Sell
-6,342
Closed -$225K – 236
2023
Q2 		$225K Buy
6,342
+1,123
+22% +$43.2K 0.05% 249
2023
Q1 		$203K Buy
+5,219
New +$207K 0.05% 248

Other funds holding KHC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Summit X LLC's KHC Position: Q3 2024 in Review

Summit X LLC sold out of Kraft Heinz (KHC) in Q3 2024, closing a stake of 6,757 shares — an estimated $218K sold.

Summit X LLC first reported a position in KHC in Q1 2023 and held it in 3 quarters. The position peaked at $225K in Q2 2023. 1,190 funds tracked by Wall St. Rank hold KHC as of Q3 2024.

  • Summit X LLC reported no remaining Kraft Heinz position as of Q3 2024 after selling out during the quarter.
  • Summit X LLC sold 6,757 Kraft Heinz shares in Q3 2024, an estimated $218K.
  • Summit X LLC first reported a position in Kraft Heinz in Q1 2023 and held it in 3 quarters.
  • Summit X LLC's Kraft Heinz position peaked at $225K in Q2 2023.
  • 1,190 funds tracked by Wall St. Rank held Kraft Heinz as of Q3 2024.

Based on Summit X LLC's 13F filing for Q3 2024, filed 7 Nov 2024.