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Wealth Alliance Advisory Group’s The Kraft Heinz Company KHC Stock Holding History

Wealth Alliance Advisory Group’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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wealth Alliance Advisory Group's KHC Position: Q3 2024 in Review

Wealth Alliance Advisory Group sold out of The Kraft Heinz Company (KHC) in Q3 2024, closing a stake of 16,031 shares — an estimated $517K sold.

Wealth Alliance Advisory Group first reported a position in KHC in Q1 2018 and held it in 14 quarters. The position peaked at $638K in Q1 2023. 1,190 funds tracked by Wall St. Rank hold KHC as of Q3 2024.

  • Wealth Alliance Advisory Group reported no remaining The Kraft Heinz Company position as of Q3 2024 after selling out during the quarter.
  • Wealth Alliance Advisory Group sold 16,031 The Kraft Heinz Company shares in Q3 2024, an estimated $517K.
  • Wealth Alliance Advisory Group first reported a position in The Kraft Heinz Company in Q1 2018 and held it in 14 quarters.
  • Wealth Alliance Advisory Group's The Kraft Heinz Company position peaked at $638K in Q1 2023.
  • 1,190 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q3 2024.

Based on Wealth Alliance Advisory Group's 13F filing for Q3 2024, filed 18 Oct 2024.