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Wealthcare Advisory Partners’s The Kraft Heinz Company KHC Stock Holding History

Wealthcare Advisory Partners’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
Q2 		– Sell
-5,774
Closed -$213K – 846
2024
Q1 		$213K Sell
5,774
-678
-11% -$24.6K 0.01% 758
2023
Q4 		$239K Buy
+6,452
New +$219K 0.01% 671
2021
Q2 		– Sell
-2,039
Closed -$82K – 1241
2021
Q1 		$82K Buy
+2,039
New +$73.4K 0.01% 724
2020
Q2 		– Sell
-2,127
Closed -$53K – 889
2020
Q1 		$53K Buy
2,127
+107
+5% +$2.94K 0.01% 501
2019
Q4 		$65K Buy
2,020
+577
+40% +$17.5K 0.01% 489
2019
Q3 		$40K Buy
1,443
+40
+3% +$1.15K 0.01% 585
2019
Q2 		$44K Buy
1,403
+7
+0.5% +$221 0.01% 540
2019
Q1 		$46K Sell
1,396
-458
-25% -$18.7K 0.01% 485
2018
Q4 		$80K Buy
1,854
+91
+5% +$4.71K 0.02% 347
2018
Q3 		$97K Sell
1,763
-1,898
-52% -$113K 0.02% 345
2018
Q2 		$230K Sell
3,661
-1,176
-24% -$69.8K 0.05% 197
2018
Q1 		$301K Buy
4,837
+1,554
+47% +$111K 0.07% 157
2017
Q4 		$255K Buy
3,283
+367
+13% +$28.8K 0.07% 148
2017
Q3 		$226K Buy
+2,916
New +$244K 0.07% 136

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 $3.38T AUM 44.17% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Wealthcare Advisory Partners's KHC Position: Q2 2024 in Review

Wealthcare Advisory Partners sold out of The Kraft Heinz Company (KHC) in Q2 2024, closing a stake of 5,774 shares — an estimated $213K sold.

Wealthcare Advisory Partners first reported a position in KHC in Q3 2017 and held it in 14 quarters. The position peaked at $301K in Q1 2018. 1,186 funds tracked by Wall St. Rank hold KHC as of Q2 2024.

  • Wealthcare Advisory Partners reported no remaining The Kraft Heinz Company position as of Q2 2024 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 5,774 The Kraft Heinz Company shares in Q2 2024, an estimated $213K.
  • Wealthcare Advisory Partners first reported a position in The Kraft Heinz Company in Q3 2017 and held it in 14 quarters.
  • Wealthcare Advisory Partners's The Kraft Heinz Company position peaked at $301K in Q1 2018.
  • 1,186 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q2 2024.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2024, filed 12 Aug 2024.