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Capstone Financial Advisors’s The Kraft Heinz Company 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

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

Capstone Financial Advisors sold out of The Kraft Heinz Company (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. 988 funds tracked by Wall St. Rank hold KHC as of Q3 2021.

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

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