Talon Private Wealth’s Kraft Heinz KHC Stock Holding History

Talon Private Wealth’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	–	Sell	-12,453	Closed	-$437K	–	328
2024 Q3	$437K	Buy	+12,453	New	+$428K	0.09%	55

Other funds holding KHC

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Talon Private Wealth's KHC Position: Q4 2024 in Review

Talon Private Wealth sold out of Kraft Heinz (KHC) in Q4 2024, closing a stake of 12,453 shares — an estimated $437K sold.

Talon Private Wealth first reported a position in KHC in Q3 2024 and held it in 1 quarter. The position peaked at $437K in Q3 2024. 1,189 funds tracked by Wall St. Rank hold KHC as of Q4 2024.

Talon Private Wealth reported no remaining Kraft Heinz position as of Q4 2024 after selling out during the quarter.
Talon Private Wealth sold 12,453 Kraft Heinz shares in Q4 2024, an estimated $437K.
Talon Private Wealth first reported a position in Kraft Heinz in Q3 2024 and held it in 1 quarter.
Talon Private Wealth's Kraft Heinz position peaked at $437K in Q3 2024.
1,189 funds tracked by Wall St. Rank held Kraft Heinz as of Q4 2024.

Based on Talon Private Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.