YorkBridge Wealth Partners’s Kraft Heinz KHC Stock Holding History

YorkBridge Wealth Partners’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
2022 Q4	$460K	Buy	11,298 +532	+5%	+$20.2K	0.12%	132
2022 Q3	$359K	Hold	10,766	–	–	0.09%	157
2022 Q2	$411K	Hold	10,766	–	–	0.11%	146
2022 Q1	$424K	Hold	10,766	–	–	0.09%	164
2021 Q4	$386K	Hold	10,766	–	–	0.09%	198
2021 Q3	$396K	Sell	10,766 -50	-0.5%	-$1.88K	0.1%	164
2021 Q2	$441K	Hold	10,816	–	–	0.12%	138
2021 Q1	$433K	Buy	+10,816	New	+$390K	0.13%	134
2019 Q3	–	Sell	-341	Closed	-$11K	–	437
2019 Q2	$11K	Hold	341	–	–	﹤0.01%	535
2019 Q1	$11K	Sell	341 -466	-58%	-$19K	0.01%	572
2018 Q4	$35K	Hold	807	–	–	0.02%	364
2018 Q3	$45K	Hold	807	–	–	0.02%	366
2018 Q2	$51K	Hold	807	–	–	0.02%	362
2018 Q1	$49K	Hold	807	–	–	0.02%	368
2017 Q4	$60K	Sell	807 -233	-22%	-$18.3K	0.03%	354
2017 Q3	$81K	Hold	1,040	–	–	0.04%	318
2017 Q2	$88K	Hold	1,040	–	–	0.05%	301
2017 Q1	$93K	Buy	1,040 +249	+31%	+$22.4K	0.05%	277
2016 Q4	$66K	Buy	+791	New	+$67.7K	0.04%	315

Other funds holding KHC

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

YorkBridge Wealth Partners's KHC Position: Q4 2022 in Review

YorkBridge Wealth Partners increased its Kraft Heinz (KHC) stake by 4.9% in Q4 2022, buying an estimated $20.2K and bringing the position to 11,298 shares worth $460K. The position accounts for 0.12% of the portfolio, ranked #132.

YorkBridge Wealth Partners first reported a position in KHC in Q4 2016 and has held it in 19 quarters since. 1,166 funds tracked by Wall St. Rank hold KHC as of Q4 2022.

YorkBridge Wealth Partners held 11,298 shares of Kraft Heinz worth $460K as of Q4 2022.
YorkBridge Wealth Partners bought 532 Kraft Heinz shares in Q4 2022, an estimated $20.2K.
Kraft Heinz made up 0.12% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #132 holding.
YorkBridge Wealth Partners first reported a position in Kraft Heinz in Q4 2016 and has held it in 19 quarters since.
1,166 funds tracked by Wall St. Rank held Kraft Heinz as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.