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Sutton Wealth Advisors’s Kraft Heinz KHC Stock Holding History

Sutton Wealth Advisors’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
Q3 		$9.92K Buy
295
+103
+54% +$3.56K ﹤0.01% 470
2023
Q2 		$6.82K Sell
192
-352
-65% -$13.5K ﹤0.01% 519
2023
Q1 		$21K Sell
544
-627
-54% -$24.8K 0.01% 304
2022
Q4 		$47.7K Sell
1,171
-20
-2% -$759 0.02% 400
2022
Q3 		$39.7K Sell
1,191
-45
-4% -$1.67K 0.02% 435
2022
Q2 		$47.1K Buy
1,236
+77
+7% +$3.08K 0.02% 399
2022
Q1 		$45.7K Buy
1,159
+23
+2% +$861 0.02% 430
2021
Q4 		$40.8K Sell
1,136
-22
-2% -$791 0.01% 484
2021
Q3 		$42.6K Buy
1,158
+21
+2% +$791 0.02% 441
2021
Q2 		$46.4K Buy
1,137
+50
+5% +$2.1K 0.02% 427
2021
Q1 		$43.5K Hold
1,087
– – 0.02% 430
2020
Q4 		$37.7K Buy
1,087
+36
+3% +$1.17K 0.02% 433
2020
Q3 		$31.5K Hold
1,051
– – 0.02% 422
2020
Q2 		$33.5K Buy
1,051
+9
+0.9% +$270 0.02% 398
2020
Q1 		$25.8K Sell
1,042
-492
-32% -$13.5K 0.02% 407
2019
Q4 		$49.3K Hold
1,534
– – 0.03% 311
2019
Q3 		$42.9K Sell
1,534
-238
-13% -$6.85K 0.02% 342
2019
Q2 		$55K Buy
1,772
+114
+7% +$3.59K 0.03% 283
2019
Q1 		$54.1K Sell
1,658
-10
-0.6% -$407 0.03% 277
2018
Q4 		$71.8K Sell
1,668
-1,172
-41% -$60.7K 0.05% 234
2018
Q3 		$157K Sell
2,840
-1,232
-30% -$73.6K 0.1% 149
2018
Q2 		$256K Sell
4,072
-23
-0.6% -$1.36K 0.18% 95
2018
Q1 		$255K Sell
4,095
-2
-0% -$143 0.18% 97
2017
Q4 		$319K Hold
4,097
– – 0.23% 79
2017
Q3 		$318K Hold
4,097
– – 0.24% 69
2017
Q2 		$351K Buy
4,097
+1,133
+38% +$103K 0.28% 64
2017
Q1 		$269K Hold
2,964
– – 0.23% 71
2016
Q4 		$259K Hold
2,964
– – 0.23% 75
2016
Q3 		$265K Hold
2,964
– – 0.24% 71
2016
Q2 		$262K Sell
2,964
-99
-3% -$8.14K 0.25% 73
2016
Q1 		$241K Buy
+3,063
New +$229K 0.23% 75

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sutton Wealth Advisors's KHC Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Kraft Heinz (KHC) stake by 54% in Q3 2023, buying an estimated $3.56K and bringing the position to 295 shares worth $9.92K. The position accounts for ﹤0.01% of the portfolio, ranked #470.

Sutton Wealth Advisors first reported a position in KHC in Q1 2016 and has held it in 31 quarters since. The position peaked at $351K in Q2 2017. 1,128 funds tracked by Wall St. Rank hold KHC as of Q3 2023.

  • Sutton Wealth Advisors held 295 shares of Kraft Heinz worth $9.92K as of Q3 2023.
  • Sutton Wealth Advisors bought 103 Kraft Heinz shares in Q3 2023, an estimated $3.56K.
  • Kraft Heinz made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #470 holding.
  • Sutton Wealth Advisors first reported a position in Kraft Heinz in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Kraft Heinz position peaked at $351K in Q2 2017.
  • 1,128 funds tracked by Wall St. Rank held Kraft Heinz as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.