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Charles Schwab Investment Advisory’s Kraft Heinz KHC Stock Holding History

Charles Schwab Investment Advisory’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
2019
Q4 		– Sell
-7,884
Closed -$220K – 181
2019
Q3 		$220K Buy
+7,884
New +$227K ﹤0.01% 175

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab Investment Advisory's KHC Position: Q4 2019 in Review

Charles Schwab Investment Advisory sold out of Kraft Heinz (KHC) in Q4 2019, closing a stake of 7,884 shares — an estimated $220K sold.

Charles Schwab Investment Advisory first reported a position in KHC in Q3 2019 and held it in 1 quarter. The position peaked at $220K in Q3 2019. 925 funds tracked by Wall St. Rank hold KHC as of Q4 2019.

  • Charles Schwab Investment Advisory reported no remaining Kraft Heinz position as of Q4 2019 after selling out during the quarter.
  • Charles Schwab Investment Advisory sold 7,884 Kraft Heinz shares in Q4 2019, an estimated $220K.
  • Charles Schwab Investment Advisory first reported a position in Kraft Heinz in Q3 2019 and held it in 1 quarter.
  • Charles Schwab Investment Advisory's Kraft Heinz position peaked at $220K in Q3 2019.
  • 925 funds tracked by Wall St. Rank held Kraft Heinz as of Q4 2019.

Based on Charles Schwab Investment Advisory's 13F filing for Q4 2019, filed 13 Feb 2020.