Whalen Wealth Management’s Kraft Heinz KHC Stock Holding History

Whalen Wealth Management’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 Q1	–	Sell	-16,039	Closed	-$593K	–	143
2023 Q4	$593K	Buy	+16,039	New	+$545K	0.53%	57

Other funds holding KHC

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Whalen Wealth Management's KHC Position: Q1 2024 in Review

Whalen Wealth Management sold out of Kraft Heinz (KHC) in Q1 2024, closing a stake of 16,039 shares — an estimated $593K sold.

Whalen Wealth Management first reported a position in KHC in Q4 2023 and held it in 1 quarter. The position peaked at $593K in Q4 2023. 1,165 funds tracked by Wall St. Rank hold KHC as of Q1 2024.

Whalen Wealth Management reported no remaining Kraft Heinz position as of Q1 2024 after selling out during the quarter.
Whalen Wealth Management sold 16,039 Kraft Heinz shares in Q1 2024, an estimated $593K.
Whalen Wealth Management first reported a position in Kraft Heinz in Q4 2023 and held it in 1 quarter.
Whalen Wealth Management's Kraft Heinz position peaked at $593K in Q4 2023.
1,165 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2024.

Based on Whalen Wealth Management's 13F filing for Q1 2024, filed 25 Apr 2024.