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

Wealth Alliance’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
Q4 		– Sell
-6,110
Closed -$215K – 522
2024
Q3 		$215K Buy
+6,110
New +$210K 0.03% 489
2024
Q2 		– Sell
-6,310
Closed -$233K – 533
2024
Q1 		$233K Sell
6,310
-320
-5% -$11.6K 0.03% 455
2023
Q4 		$245K Sell
6,630
-534
-7% -$18.2K 0.03% 438
2023
Q3 		$241K Buy
7,164
+453
+7% +$15.7K 0.04% 415
2023
Q2 		$238K Buy
6,711
+79
+1% +$3.04K 0.04% 438
2023
Q1 		$256K Buy
6,632
+1,171
+21% +$46.4K 0.04% 409
2022
Q4 		$222K Buy
+5,461
New +$207K 0.04% 439

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wealth Alliance's KHC Position: Q4 2024 in Review

Wealth Alliance sold out of The Kraft Heinz Company (KHC) in Q4 2024, closing a stake of 6,110 shares — an estimated $215K sold.

Wealth Alliance first reported a position in KHC in Q4 2022 and held it in 7 quarters. The position peaked at $256K in Q1 2023. 1,191 funds tracked by Wall St. Rank hold KHC as of Q4 2024.

  • Wealth Alliance reported no remaining The Kraft Heinz Company position as of Q4 2024 after selling out during the quarter.
  • Wealth Alliance sold 6,110 The Kraft Heinz Company shares in Q4 2024, an estimated $215K.
  • Wealth Alliance first reported a position in The Kraft Heinz Company in Q4 2022 and held it in 7 quarters.
  • Wealth Alliance's The Kraft Heinz Company position peaked at $256K in Q1 2023.
  • 1,191 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q4 2024.

Based on Wealth Alliance's 13F filing for Q4 2024, filed 3 Feb 2025.