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Wright Investors Service’s Kraft Heinz 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 $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

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

Wright Investors Service sold out of Kraft Heinz (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. 1,189 funds tracked by Wall St. Rank hold KHC as of Q3 2024.

  • Wright Investors Service reported no remaining Kraft Heinz position as of Q3 2024 after selling out during the quarter.
  • Wright Investors Service sold 9,496 Kraft Heinz shares in Q3 2024, an estimated $306K.
  • Wright Investors Service first reported a position in Kraft Heinz in Q1 2016 and held it in 15 quarters.
  • Wright Investors Service's Kraft Heinz position peaked at $587K in Q2 2021.
  • 1,189 funds tracked by Wall St. Rank held Kraft Heinz as of Q3 2024.

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