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USA Financial Formulas’s Kraft Heinz KHC Stock Holding History

USA Financial Formulas’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 		– Sell
-14
Closed -$471 – 451
2023
Q3 		$471 Sell
14
-429
-97% -$14.8K ﹤0.01% 450
2023
Q2 		$15.7K Buy
443
+429
+3,064% +$16.5K 0.02% 193
2023
Q1 		$541 Buy
+14
New +$554 ﹤0.01% 356
2022
Q3 		$0 Hold
14
– – ﹤0.01% 358
2022
Q2 		$1K Hold
14
– – ﹤0.01% 276
2022
Q1 		$1K Hold
14
– – ﹤0.01% 309
2021
Q4 		$1K Hold
14
– – ﹤0.01% 328
2021
Q3 		$1K Sell
14
-25,925
-100% -$976K ﹤0.01% 362
2021
Q2 		$1.06M Sell
25,939
-3,877
-13% -$163K 0.89% 48
2021
Q1 		$1.19M Buy
29,816
+3,133
+12% +$113K 0.97% 34
2020
Q4 		$925K Buy
+26,683
New +$866K 0.73% 53

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 $3.37T AUM 44.26% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

USA Financial Formulas's KHC Position: Q4 2023 in Review

USA Financial Formulas sold out of Kraft Heinz (KHC) in Q4 2023, closing a stake of 14 shares — an estimated $471 sold.

USA Financial Formulas first reported a position in KHC in Q4 2020 and held it in 11 quarters. The position peaked at $1.19M in Q1 2021. 1,182 funds tracked by Wall St. Rank hold KHC as of Q4 2023.

  • USA Financial Formulas reported no remaining Kraft Heinz position as of Q4 2023 after selling out during the quarter.
  • USA Financial Formulas sold 14 Kraft Heinz shares in Q4 2023, an estimated $471.
  • USA Financial Formulas first reported a position in Kraft Heinz in Q4 2020 and held it in 11 quarters.
  • USA Financial Formulas's Kraft Heinz position peaked at $1.19M in Q1 2021.
  • 1,182 funds tracked by Wall St. Rank held Kraft Heinz as of Q4 2023.

Based on USA Financial Formulas's 13F filing for Q4 2023, filed 7 Feb 2024.