CWA
KHC icon

Clarus Wealth Advisors’s Kraft Heinz KHC Stock Holding History

Clarus Wealth 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
2019
Q3 		– Sell
-2,419
Closed -$75K – 373
2019
Q2 		$75K Buy
2,419
+13
+0.5% +$410 0.05% 235
2019
Q1 		$79K Buy
2,406
+1,096
+84% +$44.7K 0.06% 228
2018
Q4 		$56K Buy
1,310
+905
+223% +$46.9K 0.09% 245
2018
Q3 		$22K Buy
405
+2
+0.5% +$120 0.01% 417
2018
Q2 		$25K Buy
+403
New +$23.9K 0.02% 391

Other funds holding KHC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
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 $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Clarus Wealth Advisors's KHC Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Kraft Heinz (KHC) in Q3 2019, closing a stake of 2,419 shares — an estimated $75K sold.

Clarus Wealth Advisors first reported a position in KHC in Q2 2018 and held it in 5 quarters. The position peaked at $79K in Q1 2019. 846 funds tracked by Wall St. Rank hold KHC as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining Kraft Heinz position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 2,419 Kraft Heinz shares in Q3 2019, an estimated $75K.
  • Clarus Wealth Advisors first reported a position in Kraft Heinz in Q2 2018 and held it in 5 quarters.
  • Clarus Wealth Advisors's Kraft Heinz position peaked at $79K in Q1 2019.
  • 846 funds tracked by Wall St. Rank held Kraft Heinz as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.