Berman Capital Advisors’s The Kraft Heinz Company 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 $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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

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

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

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

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

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

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