AFM
KHC icon

Andesa Financial Management’s The Kraft Heinz Company KHC Stock Holding History

Andesa Financial 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
2018
Q4 		– Sell
-15,050
Closed -$832K – 103
2018
Q3 		$832K Buy
15,050
+933
+7% +$55.8K 1.28% 33
2018
Q2 		$886K Buy
14,117
+1,212
+9% +$71.9K 1.43% 30
2018
Q1 		$803K Sell
12,905
-3,625
-22% -$260K 1.33% 32
2017
Q4 		$1.28M Buy
+16,530
New +$1.3M 1.9% 21

Other funds holding KHC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Andesa Financial Management's KHC Position: Q4 2018 in Review

Andesa Financial Management sold out of The Kraft Heinz Company (KHC) in Q4 2018, closing a stake of 15,050 shares — an estimated $832K sold.

Andesa Financial Management first reported a position in KHC in Q4 2017 and held it in 4 quarters. The position peaked at $1.28M in Q4 2017. 1,127 funds tracked by Wall St. Rank hold KHC as of Q4 2018.

  • Andesa Financial Management reported no remaining The Kraft Heinz Company position as of Q4 2018 after selling out during the quarter.
  • Andesa Financial Management sold 15,050 The Kraft Heinz Company shares in Q4 2018, an estimated $832K.
  • Andesa Financial Management first reported a position in The Kraft Heinz Company in Q4 2017 and held it in 4 quarters.
  • Andesa Financial Management's The Kraft Heinz Company position peaked at $1.28M in Q4 2017.
  • 1,127 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q4 2018.

Based on Andesa Financial Management's 13F filing for Q4 2018, filed 24 Jan 2019.