ACG Wealth’s Kraft Heinz KHC Stock Holding History

ACG Wealth’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 Q3	–	Sell	-33	Closed	-$1K	–	653
2022 Q2	$1K	Buy	+33	New	+$1.32K	﹤0.01%	871
2018 Q1	–	Sell	-4,154	Closed	-$323K	–	328
2017 Q4	$323K	Buy	+4,154	New	+$326K	0.05%	242
2017 Q3	–	Sell	-4,329	Closed	-$371K	–	311
2017 Q2	$371K	Sell	4,329 -729	-14%	-$66.1K	0.06%	213
2017 Q1	$459K	Buy	5,058 +24	+0.5%	+$2.16K	0.08%	178
2016 Q4	$440K	Sell	5,034 -498	-9%	-$42.6K	0.09%	158
2016 Q3	$495K	Sell	5,532 -290	-5%	-$25.7K	0.11%	151
2016 Q2	$515K	Buy	5,822 +1	+0%	+$82	0.11%	139
2016 Q1	$457K	Buy	+5,821	New	+$436K	0.1%	140

Other funds holding KHC

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ACG Wealth's KHC Position: Q3 2022 in Review

ACG Wealth sold out of Kraft Heinz (KHC) in Q3 2022, closing a stake of 33 shares — an estimated $1K sold.

ACG Wealth first reported a position in KHC in Q1 2016 and held it in 8 quarters. The position peaked at $515K in Q2 2016. 1,066 funds tracked by Wall St. Rank hold KHC as of Q3 2022.

ACG Wealth reported no remaining Kraft Heinz position as of Q3 2022 after selling out during the quarter.
ACG Wealth sold 33 Kraft Heinz shares in Q3 2022, an estimated $1K.
ACG Wealth first reported a position in Kraft Heinz in Q1 2016 and held it in 8 quarters.
ACG Wealth's Kraft Heinz position peaked at $515K in Q2 2016.
1,066 funds tracked by Wall St. Rank held Kraft Heinz as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.