Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
WAAG
Wealth Alliance Advisory Group’s
Kraft Heinz
KHC
Stock Holding History
Wealth Alliance Advisory Group’s Portfolio
KHC Stock Details
KHC Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q3
–
Sell
-16,031
Closed
-$517K
–
204
2024
Q2
$517K
Sell
16,031
-309
-2%
-$11K
0.12%
101
2024
Q1
$603K
Sell
16,340
-55
-0.3%
-$2K
0.14%
92
2023
Q4
$606K
Buy
16,395
+91
+0.6%
+$3.09K
0.16%
84
2023
Q3
$548K
Buy
16,304
+303
+2%
+$10.5K
0.16%
82
2023
Q2
$568K
Sell
16,001
-494
-3%
-$19K
0.2%
76
2023
Q1
$638K
Buy
16,495
+5,596
+51%
+$222K
0.24%
71
2022
Q4
$444K
Buy
10,899
+2,035
+23%
+$77.3K
0.17%
85
2022
Q3
$296K
Buy
8,864
+1,640
+23%
+$60.9K
0.13%
101
2022
Q2
$276K
Buy
7,224
+1,147
+19%
+$45.9K
0.13%
106
2022
Q1
$239K
Buy
6,077
+311
+5%
+$11.6K
0.1%
130
2021
Q4
$207K
Buy
+5,766
New
+$207K
0.09%
152
2018
Q4
–
Sell
-3,878
Closed
-$214K
–
133
2018
Q3
$214K
Hold
3,878
–
–
0.11%
124
2018
Q2
$244K
Sell
3,878
-167
-4%
-$9.91K
0.13%
108
2018
Q1
$252K
Buy
+4,045
New
+$290K
0.15%
95
Other funds holding KHC
Berkshire Hathaway
Omaha, Nebraska
$263B AUM
16.68%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
Capital International Investors
Los Angeles, California
$427B AUM
29.17%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close