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Alan B. Lancz & Associates’s Kraft Heinz KHC Stock Holding History

Alan B. Lancz & Associates’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
2023
Q1 		– Sell
-3,466
Closed -$147K – 181
2022
Q4 		$147K Buy
+3,466
New +$132K 0.15% 167
2022
Q3 		– Sell
-3,616
Closed -$133K – 174
2022
Q2 		$133K Buy
+3,616
New +$145K 0.13% 171

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Alan B. Lancz & Associates's KHC Position: Q1 2023 in Review

Alan B. Lancz & Associates sold out of Kraft Heinz (KHC) in Q1 2023, closing a stake of 3,466 shares — an estimated $147K sold.

Alan B. Lancz & Associates first reported a position in KHC in Q2 2022 and held it in 2 quarters. The position peaked at $147K in Q4 2022. 1,139 funds tracked by Wall St. Rank hold KHC as of Q1 2023.

  • Alan B. Lancz & Associates reported no remaining Kraft Heinz position as of Q1 2023 after selling out during the quarter.
  • Alan B. Lancz & Associates sold 3,466 Kraft Heinz shares in Q1 2023, an estimated $147K.
  • Alan B. Lancz & Associates first reported a position in Kraft Heinz in Q2 2022 and held it in 2 quarters.
  • Alan B. Lancz & Associates's Kraft Heinz position peaked at $147K in Q4 2022.
  • 1,139 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2023.

Based on Alan B. Lancz & Associates's 13F filing for Q1 2023, filed 5 May 2023.