Biltmore Wealth Management’s Kraft Heinz KHC Stock Holding History

Biltmore Wealth 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 Q3	–	Sell	-7,540	Closed	-$474K	–	45
2018 Q2	$474K	Sell	7,540 -263	-3%	-$15.6K	0.43%	27
2018 Q1	$486K	Buy	7,803 +65	+0.8%	+$4.65K	0.46%	26
2017 Q4	$602K	Buy	7,738 +39	+0.5%	+$3.06K	0.54%	23
2017 Q3	$597K	Sell	7,699 -176	-2%	-$14.7K	0.63%	23
2017 Q2	$674K	Buy	7,875 +287	+4%	+$26K	0.76%	21
2017 Q1	$689K	Sell	7,588 -108	-1%	-$9.73K	0.63%	18
2016 Q4	$672K	Hold	7,696	–	–	0.62%	14
2016 Q3	$689K	Buy	+7,696	New	+$681K	0.61%	14

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Biltmore Wealth Management's KHC Position: Q3 2018 in Review

Biltmore Wealth Management sold out of Kraft Heinz (KHC) in Q3 2018, closing a stake of 7,540 shares — an estimated $474K sold.

Biltmore Wealth Management first reported a position in KHC in Q3 2016 and held it in 8 quarters. The position peaked at $689K in Q1 2017. 1,156 funds tracked by Wall St. Rank hold KHC as of Q3 2018.

Biltmore Wealth Management reported no remaining Kraft Heinz position as of Q3 2018 after selling out during the quarter.
Biltmore Wealth Management sold 7,540 Kraft Heinz shares in Q3 2018, an estimated $474K.
Biltmore Wealth Management first reported a position in Kraft Heinz in Q3 2016 and held it in 8 quarters.
Biltmore Wealth Management's Kraft Heinz position peaked at $689K in Q1 2017.
1,156 funds tracked by Wall St. Rank held Kraft Heinz as of Q3 2018.

Based on Biltmore Wealth Management's 13F filing for Q3 2018, filed 10 Oct 2018.