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Toth Financial Advisory’s The Kraft Heinz Company KHC Stock Holding History

Toth Financial Advisory’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
-23
Closed -$808 – 731
2024
Q3 		$808 Hold
23
– – ﹤0.01% 679
2024
Q2 		$742 Hold
23
– – ﹤0.01% 709
2024
Q1 		$849 Hold
23
– – ﹤0.01% 691
2023
Q4 		$851 Sell
23
-15
-39% -$510 ﹤0.01% 695
2023
Q3 		$1.28K Buy
+38
New +$1.31K ﹤0.01% 695
2023
Q2 		– Sell
-38
Closed -$1.47K – 834
2023
Q1 		$1.47K Buy
+38
New +$1.5K ﹤0.01% 708
2022
Q2 		– Sell
-134
Closed -$5K – 735
2022
Q1 		$5K Hold
134
– – ﹤0.01% 539
2021
Q4 		$5K Hold
134
– – ﹤0.01% 566
2021
Q3 		$5K Hold
134
– – ﹤0.01% 556
2021
Q2 		$5K Sell
134
-16
-11% -$673 ﹤0.01% 509
2021
Q1 		$6K Hold
150
– – ﹤0.01% 504
2020
Q4 		$5K Buy
+150
New +$4.87K ﹤0.01% 461
2019
Q1 		– Sell
-15,110
Closed -$650K – 436
2018
Q4 		$650K Sell
15,110
-6,849
-31% -$355K 0.18% 84
2018
Q3 		$1.21M Buy
21,959
+789
+4% +$47.1K 0.27% 83
2018
Q2 		$1.33M Buy
21,170
+1,854
+10% +$110K 0.31% 81
2018
Q1 		$1.2M Sell
19,316
-564
-3% -$40.4K 0.29% 81
2017
Q4 		$1.55M Sell
19,880
-1,689
-8% -$133K 0.37% 77
2017
Q3 		$1.67M Sell
21,569
-457
-2% -$38.2K 0.42% 73
2017
Q2 		$1.89M Buy
22,026
+1,390
+7% +$126K 0.49% 68
2017
Q1 		$1.87M Buy
20,636
+1,099
+6% +$99.1K 0.5% 68
2016
Q4 		$1.71M Sell
19,537
-2,862
-13% -$245K 0.49% 66
2016
Q3 		$2M Buy
22,399
+6,715
+43% +$594K 0.59% 63
2016
Q2 		$1.39M Buy
15,684
+11,359
+263% +$934K 0.42% 65
2016
Q1 		$340K Buy
4,325
+691
+19% +$51.7K 0.11% 100
2015
Q4 		$264K Sell
3,634
-99
-3% -$7.3K 0.09% 104
2015
Q3 		$263K Buy
+3,733
New +$282K 0.1% 104

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Toth Financial Advisory's KHC Position: Q4 2024 in Review

Toth Financial Advisory sold out of The Kraft Heinz Company (KHC) in Q4 2024, closing a stake of 23 shares — an estimated $808 sold.

Toth Financial Advisory first reported a position in KHC in Q3 2015 and held it in 26 quarters. The position peaked at $2M in Q3 2016. 1,192 funds tracked by Wall St. Rank hold KHC as of Q4 2024.

  • Toth Financial Advisory reported no remaining The Kraft Heinz Company position as of Q4 2024 after selling out during the quarter.
  • Toth Financial Advisory sold 23 The Kraft Heinz Company shares in Q4 2024, an estimated $808.
  • Toth Financial Advisory first reported a position in The Kraft Heinz Company in Q3 2015 and held it in 26 quarters.
  • Toth Financial Advisory's The Kraft Heinz Company position peaked at $2M in Q3 2016.
  • 1,192 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q4 2024.

Based on Toth Financial Advisory's 13F filing for Q4 2024, filed 21 Jan 2025.