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TritonPoint Wealth’s The Kraft Heinz Company KHC Stock Holding History

TritonPoint Wealth’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
-6,920
Closed -$223K – 339
2024
Q2 		$223K Sell
6,920
-315
-4% -$11.2K 0.02% 302
2024
Q1 		$265K Buy
7,235
+9
+0.1% +$327 0.03% 280
2023
Q4 		$267K Buy
+7,226
New +$246K 0.03% 292

Other funds holding KHC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

TritonPoint Wealth's KHC Position: Q3 2024 in Review

TritonPoint Wealth sold out of The Kraft Heinz Company (KHC) in Q3 2024, closing a stake of 6,920 shares — an estimated $223K sold.

TritonPoint Wealth first reported a position in KHC in Q4 2023 and held it in 3 quarters. The position peaked at $267K in Q4 2023. 1,191 funds tracked by Wall St. Rank hold KHC as of Q3 2024.

  • TritonPoint Wealth reported no remaining The Kraft Heinz Company position as of Q3 2024 after selling out during the quarter.
  • TritonPoint Wealth sold 6,920 The Kraft Heinz Company shares in Q3 2024, an estimated $223K.
  • TritonPoint Wealth first reported a position in The Kraft Heinz Company in Q4 2023 and held it in 3 quarters.
  • TritonPoint Wealth's The Kraft Heinz Company position peaked at $267K in Q4 2023.
  • 1,191 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q3 2024.

Based on TritonPoint Wealth's 13F filing for Q3 2024, filed 28 Oct 2024.