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Wright Investors Service’s The Kraft Heinz Company KHC Stock Holding History

Wright Investors Service’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
-9,496
Closed -$306K – 148
2024
Q2 		$306K Buy
+9,496
New +$338K 0.08% 136
2022
Q1 		– Sell
-9,675
Closed -$348K – 158
2021
Q4 		$348K Sell
9,675
-35
-0.4% -$1.26K 0.09% 136
2021
Q3 		$358K Sell
9,710
-4,688
-33% -$177K 0.1% 140
2021
Q2 		$587K Buy
+14,398
New +$606K 0.16% 124
2018
Q4 		– Sell
-4,603
Closed -$254K – 152
2018
Q3 		$254K Buy
4,603
+221
+5% +$13.2K 0.09% 137
2018
Q2 		$275K Sell
4,382
-57
-1% -$3.38K 0.11% 134
2018
Q1 		$277K Buy
4,439
+215
+5% +$15.4K 0.1% 168
2017
Q4 		$328K Sell
4,224
-72
-2% -$5.66K 0.11% 167
2017
Q3 		$333K Buy
4,296
+107
+3% +$8.95K 0.12% 170
2017
Q2 		$359K Buy
4,189
+1,205
+40% +$109K 0.14% 171
2017
Q1 		$271K Buy
2,984
+220
+8% +$19.8K 0.11% 200
2016
Q4 		$241K Buy
2,764
+40
+1% +$3.42K 0.1% 209
2016
Q3 		$244K Buy
2,724
+42
+2% +$3.72K 0.1% 191
2016
Q2 		$237K Buy
2,682
+77
+3% +$6.33K 0.1% 200
2016
Q1 		$205K Buy
+2,605
New +$195K 0.08% 211

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 $3.37T AUM 44.26% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wright Investors Service's KHC Position: Q3 2024 in Review

Wright Investors Service sold out of The Kraft Heinz Company (KHC) in Q3 2024, closing a stake of 9,496 shares — an estimated $306K sold.

Wright Investors Service first reported a position in KHC in Q1 2016 and held it in 15 quarters. The position peaked at $587K in Q2 2021. 1,190 funds tracked by Wall St. Rank hold KHC as of Q3 2024.

  • Wright Investors Service reported no remaining The Kraft Heinz Company position as of Q3 2024 after selling out during the quarter.
  • Wright Investors Service sold 9,496 The Kraft Heinz Company shares in Q3 2024, an estimated $306K.
  • Wright Investors Service first reported a position in The Kraft Heinz Company in Q1 2016 and held it in 15 quarters.
  • Wright Investors Service's The Kraft Heinz Company position peaked at $587K in Q2 2021.
  • 1,190 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q3 2024.

Based on Wright Investors Service's 13F filing for Q3 2024, filed 4 Oct 2024.