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Tower View Wealth Management’s Kraft Heinz KHC Stock Holding History

Tower View Wealth Management’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
Q4 		– Sell
-43
Closed -$1K – 183
2023
Q3 		$1K Buy
+43
New +$1.49K ﹤0.01% 173
2021
Q4 		– Sell
-200
Closed -$7K – 210
2021
Q3 		$7K Buy
+200
New +$7.53K ﹤0.01% 194
2018
Q1 		– Sell
-75
Closed -$6K – 143
2017
Q4 		$6K Buy
+75
New +$5.89K 0.01% 127

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Tower View Wealth Management's KHC Position: Q4 2023 in Review

Tower View Wealth Management sold out of Kraft Heinz (KHC) in Q4 2023, closing a stake of 43 shares — an estimated $1K sold.

Tower View Wealth Management first reported a position in KHC in Q4 2017 and held it in 3 quarters. The position peaked at $7K in Q3 2021. 1,181 funds tracked by Wall St. Rank hold KHC as of Q4 2023.

  • Tower View Wealth Management reported no remaining Kraft Heinz position as of Q4 2023 after selling out during the quarter.
  • Tower View Wealth Management sold 43 Kraft Heinz shares in Q4 2023, an estimated $1K.
  • Tower View Wealth Management first reported a position in Kraft Heinz in Q4 2017 and held it in 3 quarters.
  • Tower View Wealth Management's Kraft Heinz position peaked at $7K in Q3 2021.
  • 1,181 funds tracked by Wall St. Rank held Kraft Heinz as of Q4 2023.

Based on Tower View Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.