Coe Capital Management’s Kraft Heinz KHC Stock Holding History

Coe Capital Management’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 Q1	–	Sell	-33,811	Closed	-$1.17M	–	113
2020 Q4	$1.17M	Sell	33,811 -987	-3%	-$32K	1.28%	26
2020 Q3	$1.04M	Sell	34,798 -627	-2%	-$20.9K	1.4%	25
2020 Q2	$1.13M	Sell	35,425 -329	-0.9%	-$9.88K	1.68%	22
2020 Q1	$885K	Buy	+35,754	New	+$981K	1.48%	27

Other funds holding KHC

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Coe Capital Management's KHC Position: Q1 2021 in Review

Coe Capital Management sold out of Kraft Heinz (KHC) in Q1 2021, closing a stake of 33,811 shares — an estimated $1.17M sold.

Coe Capital Management first reported a position in KHC in Q1 2020 and held it in 4 quarters. The position peaked at $1.17M in Q4 2020. 1,015 funds tracked by Wall St. Rank hold KHC as of Q1 2021.

Coe Capital Management reported no remaining Kraft Heinz position as of Q1 2021 after selling out during the quarter.
Coe Capital Management sold 33,811 Kraft Heinz shares in Q1 2021, an estimated $1.17M.
Coe Capital Management first reported a position in Kraft Heinz in Q1 2020 and held it in 4 quarters.
Coe Capital Management's Kraft Heinz position peaked at $1.17M in Q4 2020.
1,015 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2021.

Based on Coe Capital Management's 13F filing for Q1 2021, filed 21 Jun 2021.