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Waterfront Wealth’s Kraft Heinz KHC Stock Holding History

Waterfront 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
Q2 		– Sell
-23,410
Closed -$895K – 250
2024
Q1 		$895K Buy
23,410
+434
+2% +$15.8K 0.25% 128
2023
Q4 		$850K Buy
22,976
+733
+3% +$24.9K 0.25% 123
2023
Q3 		$692K Buy
22,243
+271
+1% +$9.36K 0.23% 128
2023
Q2 		$804K Buy
21,972
+1,670
+8% +$64.2K 0.24% 126
2023
Q1 		$785K Buy
20,302
+1,016
+5% +$40.2K 0.26% 117
2022
Q4 		$765K Buy
19,286
+984
+5% +$37.4K 0.26% 120
2022
Q3 		$694K Buy
18,302
+6,287
+52% +$234K 0.26% 112
2022
Q2 		$458K Buy
+12,015
New +$481K 0.19% 148

Other funds holding KHC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Waterfront Wealth's KHC Position: Q2 2024 in Review

Waterfront Wealth sold out of Kraft Heinz (KHC) in Q2 2024, closing a stake of 23,410 shares — an estimated $895K sold.

Waterfront Wealth first reported a position in KHC in Q2 2022 and held it in 8 quarters. The position peaked at $895K in Q1 2024. 1,185 funds tracked by Wall St. Rank hold KHC as of Q2 2024.

  • Waterfront Wealth reported no remaining Kraft Heinz position as of Q2 2024 after selling out during the quarter.
  • Waterfront Wealth sold 23,410 Kraft Heinz shares in Q2 2024, an estimated $895K.
  • Waterfront Wealth first reported a position in Kraft Heinz in Q2 2022 and held it in 8 quarters.
  • Waterfront Wealth's Kraft Heinz position peaked at $895K in Q1 2024.
  • 1,185 funds tracked by Wall St. Rank held Kraft Heinz as of Q2 2024.

Based on Waterfront Wealth's 13F filing for Q2 2024, filed 1 Aug 2024.