Baldwin Wealth Partners’s The Kraft Heinz Company KHC Stock Holding History

Baldwin Wealth Partners’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 Q1	–	Sell	-200	Closed	-$7K	–	629
2020 Q4	$7K	Hold	200	–	–	﹤0.01%	483
2020 Q3	$6K	Hold	200	–	–	﹤0.01%	463
2020 Q2	$6K	Hold	200	–	–	﹤0.01%	465
2020 Q1	$5K	Hold	200	–	–	﹤0.01%	473
2019 Q4	$6K	Hold	200	–	–	﹤0.01%	475
2019 Q3	$6K	Sell	200 -326	-62%	-$9.38K	﹤0.01%	473
2019 Q2	$16K	Sell	526 -10	-2%	-$315	﹤0.01%	414
2019 Q1	$18K	Sell	536 -3,397	-86%	-$138K	﹤0.01%	405
2018 Q4	$169K	Buy	3,933 +86	+2%	+$4.45K	0.03%	200
2018 Q3	$212K	Hold	3,847	–	–	0.03%	200
2018 Q2	$242K	Buy	3,847 +200	+5%	+$11.9K	0.04%	180
2018 Q1	$227K	Buy	3,647 +326	+10%	+$23.3K	0.04%	184
2017 Q4	$258K	Hold	3,321	–	–	0.04%	180
2017 Q3	$258K	Hold	3,321	–	–	0.04%	171
2017 Q2	$284K	Hold	3,321	–	–	0.05%	166
2017 Q1	$302K	Sell	3,321 -248	-7%	-$22.4K	0.05%	159
2016 Q4	$312K	Hold	3,569	–	–	0.06%	153
2016 Q3	$319K	Buy	3,569 +248	+7%	+$21.9K	0.06%	152
2016 Q2	$294K	Sell	3,321 -152	-4%	-$12.5K	0.06%	142
2016 Q1	$273K	Buy	3,473 +152	+5%	+$11.4K	0.05%	179
2015 Q4	$242K	Hold	3,321	–	–	0.04%	201
2015 Q3	$234K	Buy	+3,321	New	+$251K	0.04%	207

Other funds holding KHC

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Baldwin Wealth Partners's KHC Position: Q1 2021 in Review

Baldwin Wealth Partners sold out of The Kraft Heinz Company (KHC) in Q1 2021, closing a stake of 200 shares — an estimated $7K sold.

Baldwin Wealth Partners first reported a position in KHC in Q3 2015 and held it in 22 quarters. The position peaked at $319K in Q3 2016. 1,017 funds tracked by Wall St. Rank hold KHC as of Q1 2021.

Baldwin Wealth Partners reported no remaining The Kraft Heinz Company position as of Q1 2021 after selling out during the quarter.
Baldwin Wealth Partners sold 200 The Kraft Heinz Company shares in Q1 2021, an estimated $7K.
Baldwin Wealth Partners first reported a position in The Kraft Heinz Company in Q3 2015 and held it in 22 quarters.
Baldwin Wealth Partners's The Kraft Heinz Company position peaked at $319K in Q3 2016.
1,017 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q1 2021.

Based on Baldwin Wealth Partners's 13F filing for Q1 2021, filed 8 Apr 2021.