Traverso Chambers Private Wealth Management’s Kraft Heinz KHC Stock Holding History

Traverso Chambers Private 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	$290K	Hold	7,835	–	–	0.07%	103
2023 Q3	$264K	Hold	7,835	–	–	0.07%	100
2023 Q2	$278K	Hold	7,835	–	–	0.07%	97
2023 Q1	$303K	Hold	7,835	–	–	0.08%	90
2022 Q4	$319K	Hold	7,835	–	–	0.09%	87
2022 Q3	$261K	Hold	7,835	–	–	0.08%	91
2022 Q2	$299K	Hold	7,835	–	–	0.1%	84
2022 Q1	$309K	Hold	7,835	–	–	0.09%	96
2021 Q4	$281K	Hold	7,835	–	–	0.08%	98
2021 Q3	$288K	Hold	7,835	–	–	0.09%	98
2021 Q2	$320K	Hold	7,835	–	–	0.1%	90
2021 Q1	$313K	Hold	7,835	–	–	0.11%	85
2020 Q4	$272K	Hold	7,835	–	–	0.1%	89
2020 Q3	$235K	Sell	7,835 -81	-1%	-$2.7K	0.09%	91
2020 Q2	$252K	Buy	+7,916	New	+$238K	0.11%	84
2020 Q1	–	Sell	-7,916	Closed	-$254K	–	107
2019 Q4	$254K	Hold	7,916	–	–	0.11%	90
2019 Q3	$221K	Hold	7,916	–	–	0.11%	92
2019 Q2	$242K	Hold	7,916	–	–	0.12%	91
2019 Q1	$258K	Sell	7,916 -1,032	-12%	-$42.1K	0.13%	83
2018 Q4	$385K	Buy	+8,948	New	+$463K	0.21%	60

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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Traverso Chambers Private Wealth Management's KHC Position: Q4 2023 in Review

Traverso Chambers Private Wealth Management held its Kraft Heinz (KHC) position steady in Q4 2023 at 7,835 shares worth $290K. The position accounts for 0.07% of the portfolio, ranked #103.

Traverso Chambers Private Wealth Management first reported a position in KHC in Q4 2018 and has held it in 20 quarters since. The position peaked at $385K in Q4 2018. 1,181 funds tracked by Wall St. Rank hold KHC as of Q4 2023.

Traverso Chambers Private Wealth Management held 7,835 shares of Kraft Heinz worth $290K as of Q4 2023.
Traverso Chambers Private Wealth Management left its Kraft Heinz share count unchanged in Q4 2023.
Kraft Heinz made up 0.07% of Traverso Chambers Private Wealth Management's portfolio in Q4 2023, its #103 holding.
Traverso Chambers Private Wealth Management first reported a position in Kraft Heinz in Q4 2018 and has held it in 20 quarters since.
Traverso Chambers Private Wealth Management's Kraft Heinz position peaked at $385K in Q4 2018.
1,181 funds tracked by Wall St. Rank held Kraft Heinz as of Q4 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q4 2023, filed 9 Jan 2024.