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Core Wealth Advisors (Florida)’s Kraft Heinz KHC Stock Holding History

Core Wealth Advisors (Florida)’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
-28,365
Closed -$1.16M – 201
2021
Q2 		$1.16M Buy
+28,365
New +$1.19M 0.77% 20

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

Core Wealth Advisors (Florida)'s KHC Position: Q3 2021 in Review

Core Wealth Advisors (Florida) sold out of Kraft Heinz (KHC) in Q3 2021, closing a stake of 28,365 shares — an estimated $1.16M sold.

Core Wealth Advisors (Florida) first reported a position in KHC in Q2 2021 and held it in 1 quarter. The position peaked at $1.16M in Q2 2021. 987 funds tracked by Wall St. Rank hold KHC as of Q3 2021.

  • Core Wealth Advisors (Florida) reported no remaining Kraft Heinz position as of Q3 2021 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 28,365 Kraft Heinz shares in Q3 2021, an estimated $1.16M.
  • Core Wealth Advisors (Florida) first reported a position in Kraft Heinz in Q2 2021 and held it in 1 quarter.
  • Core Wealth Advisors (Florida)'s Kraft Heinz position peaked at $1.16M in Q2 2021.
  • 987 funds tracked by Wall St. Rank held Kraft Heinz as of Q3 2021.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q3 2021, filed 9 Nov 2021.