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Advantage Investment Management’s Kraft Heinz KHC Stock Holding History

Advantage Investment Management’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
2019
Q3 		$47K Hold
1,678
– – 0.04% 343
2019
Q2 		$52K Hold
1,678
– – 0.04% 338
2019
Q1 		$55K Buy
1,678
+75
+5% +$3.06K 0.04% 328
2018
Q4 		$69K Sell
1,603
-476
-23% -$24.7K 0.05% 289
2018
Q3 		$115K Buy
2,079
+225
+12% +$13.4K 0.07% 255
2018
Q2 		$116K Buy
1,854
+50
+3% +$2.97K 0.08% 213
2018
Q1 		$112K Buy
1,804
+500
+38% +$35.8K 0.04% 226
2017
Q4 		$101K Buy
1,304
+419
+47% +$32.9K 0.03% 267
2017
Q3 		$69K Buy
885
+242
+38% +$20.2K 0.02% 331
2017
Q2 		$55K Buy
643
+115
+22% +$10.4K 0.02% 344
2017
Q1 		$48K Sell
528
-215
-29% -$19.4K 0.02% 354
2016
Q4 		$65K Buy
743
+100
+16% +$8.55K 0.02% 284
2016
Q3 		$58K Buy
643
+223
+53% +$19.7K 0.02% 298
2016
Q2 		$37K Hold
420
– – 0.02% 381
2016
Q1 		$33K Hold
420
– – 0.01% 389
2015
Q4 		$31K Hold
420
– – 0.02% 401
2015
Q3 		$30K Buy
+420
New +$31.7K 0.02% 381

Other funds holding KHC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Advantage Investment Management's KHC Position: Q3 2019 in Review

Advantage Investment Management held its Kraft Heinz (KHC) position steady in Q3 2019 at 1,678 shares worth $47K. The position accounts for 0.04% of the portfolio, ranked #343.

Advantage Investment Management first reported a position in KHC in Q3 2015 and has held it in 17 quarters since. The position peaked at $116K in Q2 2018. 845 funds tracked by Wall St. Rank hold KHC as of Q3 2019.

  • Advantage Investment Management held 1,678 shares of Kraft Heinz worth $47K as of Q3 2019.
  • Advantage Investment Management left its Kraft Heinz share count unchanged in Q3 2019.
  • Kraft Heinz made up 0.04% of Advantage Investment Management's portfolio in Q3 2019, its #343 holding.
  • Advantage Investment Management first reported a position in Kraft Heinz in Q3 2015 and has held it in 17 quarters since.
  • Advantage Investment Management's Kraft Heinz position peaked at $116K in Q2 2018.
  • 845 funds tracked by Wall St. Rank held Kraft Heinz as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.