Tradition Wealth Management’s Kraft Heinz KHC Stock Holding History

Tradition 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
2024 Q1	–	Sell	-679	Closed	-$25K	–	819
2023 Q4	$25K	Sell	679 -103	-13%	-$3.5K	﹤0.01%	784
2023 Q3	$26K	Sell	782 -14	-2%	-$484	﹤0.01%	776
2023 Q2	$28K	Buy	796 +110	+16%	+$4.23K	﹤0.01%	785
2023 Q1	$27K	Sell	686 -33	-5%	-$1.31K	﹤0.01%	763
2022 Q4	$29K	Buy	719 +39	+6%	+$1.48K	﹤0.01%	665
2022 Q3	$23K	Buy	680 +68	+11%	+$2.53K	﹤0.01%	722
2022 Q2	$23K	Buy	612 +6	+1%	+$240	﹤0.01%	623
2022 Q1	$24K	Sell	606 -13	-2%	-$487	﹤0.01%	672
2021 Q4	$22K	Sell	619 -7	-1%	-$252	﹤0.01%	707
2021 Q3	$23K	Buy	626 +1	+0.2%	+$38	﹤0.01%	693
2021 Q2	$25K	Hold	625	–	–	﹤0.01%	702
2021 Q1	$25K	Sell	625 -4	-0.6%	-$144	﹤0.01%	588
2020 Q4	$22K	Buy	+629	New	+$20.4K	﹤0.01%	574

Other funds holding KHC

Berkshire Hathaway

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

Bank of America

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

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

Capital International Investors

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

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

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return