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Wiser Advisor Group’s Kraft Heinz KHC Stock Holding History

Wiser Advisor Group’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
Q3 		– Sell
-25
Closed -$776 – 276
2024
Q2 		$776 Buy
25
+2
+9% +$71 ﹤0.01% 286
2024
Q1 		$877 Sell
23
-1
-4% -$36 ﹤0.01% 286
2023
Q4 		$870 Buy
+24
New +$816 ﹤0.01% 287

Other funds holding KHC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wiser Advisor Group's KHC Position: Q3 2024 in Review

Wiser Advisor Group sold out of Kraft Heinz (KHC) in Q3 2024, closing a stake of 25 shares — an estimated $776 sold.

Wiser Advisor Group first reported a position in KHC in Q4 2023 and held it in 3 quarters. The position peaked at $877 in Q1 2024. 1,189 funds tracked by Wall St. Rank hold KHC as of Q3 2024.

  • Wiser Advisor Group reported no remaining Kraft Heinz position as of Q3 2024 after selling out during the quarter.
  • Wiser Advisor Group sold 25 Kraft Heinz shares in Q3 2024, an estimated $776.
  • Wiser Advisor Group first reported a position in Kraft Heinz in Q4 2023 and held it in 3 quarters.
  • Wiser Advisor Group's Kraft Heinz position peaked at $877 in Q1 2024.
  • 1,189 funds tracked by Wall St. Rank held Kraft Heinz as of Q3 2024.

Based on Wiser Advisor Group's 13F filing for Q3 2024, filed 13 Nov 2024.