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Capstone Financial Advisors’s Kraft Heinz KHC Stock Holding History

Capstone Financial 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 		– Sell
-5,174
Closed -$211K – 145
2021
Q2 		$211K Buy
5,174
+20
+0.4% +$842 0.02% 128
2021
Q1 		$206K Buy
+5,154
New +$186K 0.02% 115

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

Capstone Financial Advisors's KHC Position: Q3 2021 in Review

Capstone Financial Advisors sold out of Kraft Heinz (KHC) in Q3 2021, closing a stake of 5,174 shares — an estimated $211K sold.

Capstone Financial Advisors first reported a position in KHC in Q1 2021 and held it in 2 quarters. The position peaked at $211K in Q2 2021. 987 funds tracked by Wall St. Rank hold KHC as of Q3 2021.

  • Capstone Financial Advisors reported no remaining Kraft Heinz position as of Q3 2021 after selling out during the quarter.
  • Capstone Financial Advisors sold 5,174 Kraft Heinz shares in Q3 2021, an estimated $211K.
  • Capstone Financial Advisors first reported a position in Kraft Heinz in Q1 2021 and held it in 2 quarters.
  • Capstone Financial Advisors's Kraft Heinz position peaked at $211K in Q2 2021.
  • 987 funds tracked by Wall St. Rank held Kraft Heinz as of Q3 2021.

Based on Capstone Financial Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.