Wealth Advisory Solutions’s The Kraft Heinz Company 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	$1M	Buy	+34,498	New	+$1.24M	0.21%	99

Other funds holding KHC

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealth Advisory Solutions's KHC Position: Q4 2023 in Review

Wealth Advisory Solutions sold out of The Kraft Heinz Company (KHC) in Q4 2023, closing a stake of 15,083 shares — an estimated $507K sold.

Wealth Advisory Solutions first reported a position in KHC in Q1 2021 and held it in 10 quarters. The position peaked at $2.13M in Q4 2022. 1,182 funds tracked by Wall St. Rank hold KHC as of Q4 2023.

Wealth Advisory Solutions reported no remaining The Kraft Heinz Company position as of Q4 2023 after selling out during the quarter.
Wealth Advisory Solutions sold 15,083 The Kraft Heinz Company shares in Q4 2023, an estimated $507K.
Wealth Advisory Solutions first reported a position in The Kraft Heinz Company in Q1 2021 and held it in 10 quarters.
Wealth Advisory Solutions's The Kraft Heinz Company position peaked at $2.13M in Q4 2022.
1,182 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q4 2023.

Based on Wealth Advisory Solutions's 13F filing for Q4 2023, filed 8 Feb 2024.