AWM
KHC icon

Altium Wealth Management’s Kraft Heinz KHC Stock Holding History

Altium Wealth 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
2021
Q4 		– Sell
-5,658
Closed -$208K – 398
2021
Q3 		$208K Sell
5,658
-881
-13% -$33.2K 0.01% 354
2021
Q2 		$267K Sell
6,539
-576
-8% -$24.2K 0.02% 332
2021
Q1 		$285K Buy
7,115
+796
+13% +$28.7K 0.02% 307
2020
Q4 		$219K Buy
+6,319
New +$205K 0.02% 323
2019
Q1 		– Sell
-6,649
Closed -$286K – 289
2018
Q4 		$286K Buy
6,649
+687
+12% +$35.6K 0.05% 213
2018
Q3 		$329K Buy
5,962
+1,919
+47% +$115K 0.06% 206
2018
Q2 		$254K Buy
+4,043
New +$240K 0.07% 207

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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Altium Wealth Management's KHC Position: Q4 2021 in Review

Altium Wealth Management sold out of Kraft Heinz (KHC) in Q4 2021, closing a stake of 5,658 shares — an estimated $208K sold.

Altium Wealth Management first reported a position in KHC in Q2 2018 and held it in 7 quarters. The position peaked at $329K in Q3 2018. 1,050 funds tracked by Wall St. Rank hold KHC as of Q4 2021.

  • Altium Wealth Management reported no remaining Kraft Heinz position as of Q4 2021 after selling out during the quarter.
  • Altium Wealth Management sold 5,658 Kraft Heinz shares in Q4 2021, an estimated $208K.
  • Altium Wealth Management first reported a position in Kraft Heinz in Q2 2018 and held it in 7 quarters.
  • Altium Wealth Management's Kraft Heinz position peaked at $329K in Q3 2018.
  • 1,050 funds tracked by Wall St. Rank held Kraft Heinz as of Q4 2021.

Based on Altium Wealth Management's 13F filing for Q4 2021, filed 31 Jan 2022.