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Advisory Research’s Kraft Heinz KHC Stock Holding History

Advisory Research’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
Q1 		– Sell
-6,957
Closed -$299K – 363
2018
Q4 		$299K Hold
6,957
– – 0.01% 337
2018
Q3 		$383K Sell
6,957
-3
-0% -$179 0.01% 322
2018
Q2 		$437K Buy
+6,960
New +$413K 0.01% 325
2018
Q1 		– Sell
-2,799
Closed -$218K – 399
2017
Q4 		$218K Sell
2,799
-94
-3% -$7.38K ﹤0.01% 395
2017
Q3 		$224K Sell
2,893
-670
-19% -$56K ﹤0.01% 415
2017
Q2 		$305K Buy
3,563
+49
+1% +$4.44K ﹤0.01% 397
2017
Q1 		$319K Sell
3,514
-246
-7% -$22.2K ﹤0.01% 381
2016
Q4 		$328K Sell
3,760
-206
-5% -$17.6K ﹤0.01% 340
2016
Q3 		$355K Sell
3,966
-29
-0.7% -$2.57K 0.01% 228
2016
Q2 		$353K Sell
3,995
-645
-14% -$53.1K 0.01% 225
2016
Q1 		$365K Sell
4,640
-232
-5% -$17.4K 0.01% 229
2015
Q4 		$354K Sell
4,872
-6,179
-56% -$456K 0.01% 251
2015
Q3 		$780K Buy
+11,051
New +$834K 0.01% 223

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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Advisory Research's KHC Position: Q1 2019 in Review

Advisory Research sold out of Kraft Heinz (KHC) in Q1 2019, closing a stake of 6,957 shares — an estimated $299K sold.

Advisory Research first reported a position in KHC in Q3 2015 and held it in 13 quarters. The position peaked at $780K in Q3 2015. 977 funds tracked by Wall St. Rank hold KHC as of Q1 2019.

  • Advisory Research reported no remaining Kraft Heinz position as of Q1 2019 after selling out during the quarter.
  • Advisory Research sold 6,957 Kraft Heinz shares in Q1 2019, an estimated $299K.
  • Advisory Research first reported a position in Kraft Heinz in Q3 2015 and held it in 13 quarters.
  • Advisory Research's Kraft Heinz position peaked at $780K in Q3 2015.
  • 977 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2019.

Based on Advisory Research's 13F filing for Q1 2019, filed 15 May 2019.