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Beese Fulmer Investment Management’s Kraft Heinz KHC Stock Holding History

Beese Fulmer Investment 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
2023
Q1 		– Sell
-5,708
Closed -$232K – 223
2022
Q4 		$232K Buy
+5,708
New +$217K 0.03% 197
2022
Q3 		– Sell
-5,833
Closed -$222K – 219
2022
Q2 		$222K Hold
5,833
– – 0.03% 205
2022
Q1 		$230K Hold
5,833
– – 0.02% 207
2021
Q4 		$209K Sell
5,833
-175
-3% -$6.29K 0.02% 230
2021
Q3 		$221K Hold
6,008
– – 0.02% 216
2021
Q2 		$245K Sell
6,008
-1,687
-22% -$71K 0.03% 194
2021
Q1 		$308K Hold
7,695
– – 0.04% 172
2020
Q4 		$267K Sell
7,695
-583
-7% -$18.9K 0.03% 176
2020
Q3 		$248K Sell
8,278
-1,900
-19% -$63.2K 0.04% 171
2020
Q2 		$325K Sell
10,178
-1,021
-9% -$30.7K 0.05% 148
2020
Q1 		$277K Sell
11,199
-1,980
-15% -$54.3K 0.05% 146
2019
Q4 		$423K Sell
13,179
-6,572
-33% -$199K 0.06% 144
2019
Q3 		$552K Sell
19,751
-2,786
-12% -$80.2K 0.08% 126
2019
Q2 		$700K Sell
22,537
-5,571
-20% -$176K 0.13% 102
2019
Q1 		$918K Sell
28,108
-12,285
-30% -$501K 0.18% 95
2018
Q4 		$1.74M Sell
40,393
-7,386
-15% -$383K 0.39% 67
2018
Q3 		$2.63M Sell
47,779
-10,895
-19% -$651K 0.52% 65
2018
Q2 		$3.69M Sell
58,674
-15,444
-21% -$917K 0.77% 54
2018
Q1 		$4.62M Sell
74,118
-7,177
-9% -$514K 1.01% 43
2017
Q4 		$6.32M Sell
81,295
-1,658
-2% -$130K 1.36% 22
2017
Q3 		$6.43M Buy
82,953
+665
+0.8% +$55.6K 1.47% 20
2017
Q2 		$7.05M Sell
82,288
-1,210
-1% -$110K 1.68% 15
2017
Q1 		$7.58M Buy
83,498
+138
+0.2% +$12.4K 1.85% 14
2016
Q4 		$7.28M Buy
83,360
+203
+0.2% +$17.4K 1.88% 13
2016
Q3 		$7.44M Buy
83,157
+1,214
+1% +$107K 2.01% 11
2016
Q2 		$7.25M Sell
81,943
-804
-1% -$66.1K 2.06% 10
2016
Q1 		$6.49M Buy
82,747
+1,967
+2% +$147K 1.89% 13
2015
Q4 		$5.88M Sell
80,780
-188
-0.2% -$13.9K 1.81% 14
2015
Q3 		$5.71M Buy
+80,968
New +$6.11M 1.88% 14

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

Beese Fulmer Investment Management's KHC Position: Q1 2023 in Review

Beese Fulmer Investment Management sold out of Kraft Heinz (KHC) in Q1 2023, closing a stake of 5,708 shares — an estimated $232K sold.

Beese Fulmer Investment Management first reported a position in KHC in Q3 2015 and held it in 29 quarters. The position peaked at $7.58M in Q1 2017. 1,139 funds tracked by Wall St. Rank hold KHC as of Q1 2023.

  • Beese Fulmer Investment Management reported no remaining Kraft Heinz position as of Q1 2023 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 5,708 Kraft Heinz shares in Q1 2023, an estimated $232K.
  • Beese Fulmer Investment Management first reported a position in Kraft Heinz in Q3 2015 and held it in 29 quarters.
  • Beese Fulmer Investment Management's Kraft Heinz position peaked at $7.58M in Q1 2017.
  • 1,139 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2023.

Based on Beese Fulmer Investment Management's 13F filing for Q1 2023, filed 11 Apr 2023.