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WR Wealth Planners’s Kraft Heinz KHC Stock Holding History

WR Wealth Planners’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
Q4 		$1.78K Hold
58
– – ﹤0.01% 871
2024
Q3 		$2.04K Buy
58
+9
+18% +$310 ﹤0.01% 906
2024
Q2 		$1.58K Buy
49
+18
+58% +$641 ﹤0.01% 920
2024
Q1 		$1.14K Buy
+31
New +$1.13K ﹤0.01% 954

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

WR Wealth Planners's KHC Position: Q4 2024 in Review

WR Wealth Planners held its Kraft Heinz (KHC) position steady in Q4 2024 at 58 shares worth $1.78K. The position accounts for ﹤0.01% of the portfolio, ranked #871.

WR Wealth Planners first reported a position in KHC in Q1 2024 and has held it in 4 quarters since. The position peaked at $2.04K in Q3 2024. 1,190 funds tracked by Wall St. Rank hold KHC as of Q4 2024.

  • WR Wealth Planners held 58 shares of Kraft Heinz worth $1.78K as of Q4 2024.
  • WR Wealth Planners left its Kraft Heinz share count unchanged in Q4 2024.
  • Kraft Heinz made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #871 holding.
  • WR Wealth Planners first reported a position in Kraft Heinz in Q1 2024 and has held it in 4 quarters since.
  • WR Wealth Planners's Kraft Heinz position peaked at $2.04K in Q3 2024.
  • 1,190 funds tracked by Wall St. Rank held Kraft Heinz as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.