West Financial Advisors’s Kraft Heinz KHC Stock Holding History

West Financial 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	-7	Closed	-$236	–	185
2023 Q3	$236	Hold	7	–	–	﹤0.01%	200
2023 Q2	$249	Buy	+7	New	+$269	﹤0.01%	180

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

West Financial Advisors's KHC Position: Q4 2023 in Review

West Financial Advisors sold out of Kraft Heinz (KHC) in Q4 2023, closing a stake of 7 shares — an estimated $236 sold.

West Financial Advisors first reported a position in KHC in Q2 2023 and held it in 2 quarters. The position peaked at $249 in Q2 2023. 1,182 funds tracked by Wall St. Rank hold KHC as of Q4 2023.

West Financial Advisors reported no remaining Kraft Heinz position as of Q4 2023 after selling out during the quarter.
West Financial Advisors sold 7 Kraft Heinz shares in Q4 2023, an estimated $236.
West Financial Advisors first reported a position in Kraft Heinz in Q2 2023 and held it in 2 quarters.
West Financial Advisors's Kraft Heinz position peaked at $249 in Q2 2023.
1,182 funds tracked by Wall St. Rank held Kraft Heinz as of Q4 2023.

Based on West Financial Advisors's 13F filing for Q4 2023, filed 11 Jan 2024.