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Sweeney & Michel’s Kraft Heinz KHC Stock Holding History

Sweeney & Michel’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 		$362K Sell
10,051
-1,403
-12% -$48.3K 0.14% 92
2024
Q2 		$366K Buy
11,454
+104
+0.9% +$3.71K 0.16% 84
2024
Q1 		$411K Buy
+11,350
New +$412K 0.18% 78
2023
Q3 		$371K Sell
11,170
-2,530
-18% -$87.4K 0.19% 76
2023
Q2 		$472K Buy
13,700
+392
+3% +$15.1K 0.24% 67
2023
Q1 		$503K Buy
+13,308
New +$527K 0.27% 60

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

Sweeney & Michel's KHC Position: Q3 2024 in Review

Sweeney & Michel reduced its Kraft Heinz (KHC) stake by 12% in Q3 2024, selling an estimated $48.3K and leaving 10,051 shares worth $362K. The position accounts for 0.14% of the portfolio, ranked #92.

Sweeney & Michel first reported a position in KHC in Q1 2023 and has held it in 6 quarters since. The position peaked at $503K in Q1 2023. 1,189 funds tracked by Wall St. Rank hold KHC as of Q3 2024.

  • Sweeney & Michel held 10,051 shares of Kraft Heinz worth $362K as of Q3 2024.
  • Sweeney & Michel sold 1,403 Kraft Heinz shares in Q3 2024, an estimated $48.3K.
  • Kraft Heinz made up 0.14% of Sweeney & Michel's portfolio in Q3 2024, its #92 holding.
  • Sweeney & Michel first reported a position in Kraft Heinz in Q1 2023 and has held it in 6 quarters since.
  • Sweeney & Michel's Kraft Heinz position peaked at $503K in Q1 2023.
  • 1,189 funds tracked by Wall St. Rank held Kraft Heinz as of Q3 2024.

Based on Sweeney & Michel's 13F filing for Q3 2024, filed 21 Oct 2024.