Triad Wealth Partners’s Kraft Heinz KHC Stock Holding History

Triad Wealth Partners’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 Q3	–	Sell	-191	Closed	-$6.15K	–	503
2024 Q2	$6.15K	Buy	+191	New	+$6.81K	﹤0.01%	527

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Triad Wealth Partners's KHC Position: Q3 2024 in Review

Triad Wealth Partners sold out of Kraft Heinz (KHC) in Q3 2024, closing a stake of 191 shares — an estimated $6.15K sold.

Triad Wealth Partners first reported a position in KHC in Q2 2024 and held it in 1 quarter. The position peaked at $6.15K in Q2 2024. 1,189 funds tracked by Wall St. Rank hold KHC as of Q3 2024.

Triad Wealth Partners reported no remaining Kraft Heinz position as of Q3 2024 after selling out during the quarter.
Triad Wealth Partners sold 191 Kraft Heinz shares in Q3 2024, an estimated $6.15K.
Triad Wealth Partners first reported a position in Kraft Heinz in Q2 2024 and held it in 1 quarter.
Triad Wealth Partners's Kraft Heinz position peaked at $6.15K in Q2 2024.
1,189 funds tracked by Wall St. Rank held Kraft Heinz as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.