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Capital Wealth Planning’s Kraft Heinz KHC Stock Holding History

Capital Wealth Planning’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 		– Sell
-14,043
Closed -$573K – 133
2021
Q2 		$573K Buy
14,043
+115
+0.8% +$4.84K 0.02% 68
2021
Q1 		$557K Buy
13,928
+1
+0% +$36 0.02% 66
2020
Q4 		$458K Buy
13,927
+908
+7% +$29.5K 0.02% 68
2020
Q3 		$390K Buy
13,019
+92
+0.7% +$3.06K 0.02% 75
2020
Q2 		$412K Sell
12,927
-827
-6% -$24.8K 0.02% 77
2020
Q1 		$340K Sell
13,754
-3,059
-18% -$83.9K 0.02% 155
2019
Q4 		$540K Buy
16,813
+1,754
+12% +$53.1K 0.03% 117
2019
Q3 		$428K Buy
15,059
+4,582
+44% +$132K 0.03% 151
2019
Q2 		$325K Buy
+10,477
New +$330K 0.02% 171
2017
Q3 		– Sell
-2,687
Closed -$230K – 172
2017
Q2 		$230K Sell
2,687
-9,188
-77% -$833K 0.04% 91
2017
Q1 		$1.08M Sell
11,875
-2,020
-15% -$182K 0.91% 22
2016
Q4 		$1.21M Sell
13,895
-3,425
-20% -$293K 1.07% 17
2016
Q3 		$1.55M Sell
17,320
-5,495
-24% -$486K 1.2% 18
2016
Q2 		$2.01M Buy
22,815
+12,835
+129% +$1.06M 1.52% 14
2016
Q1 		$784K Buy
9,980
+6,080
+156% +$455K 0.56% 35
2015
Q4 		$284K Hold
3,900
– – 0.26% 62
2015
Q3 		$276K Buy
+3,900
New +$294K 0.22% 66

Other funds holding KHC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Capital Wealth Planning's KHC Position: Q3 2021 in Review

Capital Wealth Planning sold out of Kraft Heinz (KHC) in Q3 2021, closing a stake of 14,043 shares — an estimated $573K sold.

Capital Wealth Planning first reported a position in KHC in Q3 2015 and held it in 17 quarters. The position peaked at $2.01M in Q2 2016. 987 funds tracked by Wall St. Rank hold KHC as of Q3 2021.

  • Capital Wealth Planning reported no remaining Kraft Heinz position as of Q3 2021 after selling out during the quarter.
  • Capital Wealth Planning sold 14,043 Kraft Heinz shares in Q3 2021, an estimated $573K.
  • Capital Wealth Planning first reported a position in Kraft Heinz in Q3 2015 and held it in 17 quarters.
  • Capital Wealth Planning's Kraft Heinz position peaked at $2.01M in Q2 2016.
  • 987 funds tracked by Wall St. Rank held Kraft Heinz as of Q3 2021.

Based on Capital Wealth Planning's 13F filing for Q3 2021, filed 3 Nov 2021.