WWM
KHC icon

Whalen Wealth Management’s The Kraft Heinz Company 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
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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Whalen Wealth Management sold out of The Kraft Heinz Company (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. 1,167 funds tracked by Wall St. Rank hold KHC as of Q1 2024.

  • Whalen Wealth Management reported no remaining The Kraft Heinz Company position as of Q1 2024 after selling out during the quarter.
  • Whalen Wealth Management sold 16,039 The Kraft Heinz Company shares in Q1 2024, an estimated $593K.
  • Whalen Wealth Management first reported a position in The Kraft Heinz Company in Q4 2023 and held it in 1 quarter.
  • Whalen Wealth Management's The Kraft Heinz Company position peaked at $593K in Q4 2023.
  • 1,167 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q1 2024.

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