Berman Capital Advisors’s Kraft Heinz KHC Stock Holding History

Berman Capital Advisors’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 Q3	$81K	Sell	2,207 -174	-7%	-$6.55K	0.01%	506
2021 Q2	$97K	Buy	2,381 +798	+50%	+$33.6K	0.02%	386
2021 Q1	$63K	Buy	1,583 +1	+0.1%	+$36	0.01%	404
2020 Q4	$54K	Sell	1,582 -708	-31%	-$23K	0.01%	390
2020 Q3	$67K	Buy	2,290 +1,082	+90%	+$36K	0.02%	281
2020 Q2	$37K	Buy	1,208 +200	+20%	+$6K	0.01%	393
2020 Q1	$24K	Buy	1,008 +258	+34%	+$7.08K	0.01%	450
2019 Q4	$24K	Buy	750 +78	+12%	+$2.36K	0.01%	480
2019 Q3	$18K	Sell	672 -1,106	-62%	-$31.8K	0.01%	540
2019 Q2	$54K	Sell	1,778 -6,297	-78%	-$199K	0.02%	289
2019 Q1	$263K	Buy	8,075 +6,504	+414%	+$265K	0.09%	108
2018 Q4	$67K	Buy	+1,571	New	+$81.4K	0.03%	223
2018 Q3	–	Sell	-3,378	Closed	-$213K	–	116
2018 Q2	$213K	Buy	+3,378	New	+$200K	0.07%	107

Other funds holding KHC

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Berman Capital Advisors's KHC Position: Q3 2021 in Review

Berman Capital Advisors reduced its Kraft Heinz (KHC) stake by 7.3% in Q3 2021, selling an estimated $6.55K and leaving 2,207 shares worth $81K. The position accounts for 0.01% of the portfolio, ranked #506.

Berman Capital Advisors first reported a position in KHC in Q2 2018 and has held it in 13 quarters since. The position peaked at $263K in Q1 2019. 988 funds tracked by Wall St. Rank hold KHC as of Q3 2021.

Berman Capital Advisors held 2,207 shares of Kraft Heinz worth $81K as of Q3 2021.
Berman Capital Advisors sold 174 Kraft Heinz shares in Q3 2021, an estimated $6.55K.
Kraft Heinz made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #506 holding.
Berman Capital Advisors first reported a position in Kraft Heinz in Q2 2018 and has held it in 13 quarters since.
Berman Capital Advisors's Kraft Heinz position peaked at $263K in Q1 2019.
988 funds tracked by Wall St. Rank held Kraft Heinz as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.