WESPAC Advisors’s Kraft Heinz KHC Stock Holding History

WESPAC Advisors’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 Q4	–	Sell	-37,644	Closed	-$1.27M	–	163
2023 Q3	$1.27M	Buy	37,644 +1,122	+3%	+$38.8K	0.95%	31
2023 Q2	$1.3M	Sell	36,522 -674	-2%	-$25.9K	1.04%	32
2023 Q1	$1.44M	Buy	+37,196	New	+$1.47M	1.35%	23
2022 Q4	–	Sell	-32,321	Closed	-$1.08M	–	78
2022 Q3	$1.08M	Sell	32,321 -12,289	-28%	-$457K	1.45%	19
2022 Q2	$1.7M	Buy	+44,610	New	+$1.79M	1.3%	23

Other funds holding KHC

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WESPAC Advisors's KHC Position: Q4 2023 in Review

WESPAC Advisors sold out of Kraft Heinz (KHC) in Q4 2023, closing a stake of 37,644 shares — an estimated $1.27M sold.

WESPAC Advisors first reported a position in KHC in Q2 2022 and held it in 5 quarters. The position peaked at $1.7M in Q2 2022. 1,182 funds tracked by Wall St. Rank hold KHC as of Q4 2023.

WESPAC Advisors reported no remaining Kraft Heinz position as of Q4 2023 after selling out during the quarter.
WESPAC Advisors sold 37,644 Kraft Heinz shares in Q4 2023, an estimated $1.27M.
WESPAC Advisors first reported a position in Kraft Heinz in Q2 2022 and held it in 5 quarters.
WESPAC Advisors's Kraft Heinz position peaked at $1.7M in Q2 2022.
1,182 funds tracked by Wall St. Rank held Kraft Heinz as of Q4 2023.

Based on WESPAC Advisors's 13F filing for Q4 2023, filed 26 Jan 2024.