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WealthPLAN Partners’s The Kraft Heinz Company KHC Stock Holding History

WealthPLAN 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
2023
Q3 		– Sell
-559
Closed -$19.8K – 744
2023
Q2 		$19.8K Sell
559
-82
-13% -$3.15K ﹤0.01% 682
2023
Q1 		$24.8K Buy
+641
New +$25.4K ﹤0.01% 684
2017
Q2 		– Sell
-282
Closed -$25.8K – 313
2017
Q1 		$25.8K Buy
+282
New +$25.4K 0.09% 158
2016
Q3 		$258K Sell
2,929
-2,769
-49% -$245K 0.08% 128
2016
Q2 		$259K Buy
+5,698
New +$469K 0.03% 320
2015
Q4 		$153K Buy
+5,612
New +$414K 0.02% 316

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

WealthPLAN Partners's KHC Position: Q3 2023 in Review

WealthPLAN Partners sold out of The Kraft Heinz Company (KHC) in Q3 2023, closing a stake of 559 shares — an estimated $19.8K sold.

WealthPLAN Partners first reported a position in KHC in Q4 2015 and held it in 6 quarters. The position peaked at $259K in Q2 2016. 1,127 funds tracked by Wall St. Rank hold KHC as of Q3 2023.

  • WealthPLAN Partners reported no remaining The Kraft Heinz Company position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 559 The Kraft Heinz Company shares in Q3 2023, an estimated $19.8K.
  • WealthPLAN Partners first reported a position in The Kraft Heinz Company in Q4 2015 and held it in 6 quarters.
  • WealthPLAN Partners's The Kraft Heinz Company position peaked at $259K in Q2 2016.
  • 1,127 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.