WAS
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Wealth Advisory Solutions’s Kraft Heinz KHC Stock Holding History

Wealth Advisory Solutions’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
-15,083
Closed -$507K – 97
2023
Q3 		$507K Sell
15,083
-6,203
-29% -$214K 0.1% 94
2023
Q2 		$756K Buy
21,286
+225
+1% +$8.65K 0.2% 70
2023
Q1 		$814K Sell
21,061
-31,339
-60% -$1.24M 0.22% 76
2022
Q4 		$2.13M Sell
52,400
-1,576
-3% -$59.8K 0.57% 47
2022
Q3 		$1.8M Buy
53,976
+212
+0.4% +$7.88K 0.5% 54
2022
Q2 		$2.05M Buy
53,764
+2,486
+5% +$99.5K 0.5% 60
2022
Q1 		$2.02M Buy
+51,278
New +$1.92M 0.42% 66
2021
Q3 		$1.38M Buy
37,424
+3,529
+10% +$133K 0.31% 75
2021
Q2 		$1.38M Sell
33,895
-603
-2% -$25.4K 0.33% 78
2021
Q1 		$1K Buy
+34,498
New +$1.24M ﹤0.01% 127

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return