Tradition Wealth Management’s The Kraft Heinz Company 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 Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Tradition Wealth Management's KHC Position: Q1 2024 in Review

Tradition Wealth Management sold out of The Kraft Heinz Company (KHC) in Q1 2024, closing a stake of 679 shares — an estimated $25K sold.

Tradition Wealth Management first reported a position in KHC in Q4 2020 and held it in 13 quarters. The position peaked at $29K in Q4 2022. 1,166 funds tracked by Wall St. Rank hold KHC as of Q1 2024.

Tradition Wealth Management reported no remaining The Kraft Heinz Company position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 679 The Kraft Heinz Company shares in Q1 2024, an estimated $25K.
Tradition Wealth Management first reported a position in The Kraft Heinz Company in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's The Kraft Heinz Company position peaked at $29K in Q4 2022.
1,166 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.