CSat Investment Advisory’s Kraft Heinz KHC Stock Holding History

CSat 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
2021 Q1	$35K	Buy	874 +96	+12%	+$3.46K	0.03%	276
2020 Q4	$27K	Sell	778 -5,353	-87%	-$174K	0.03%	282
2020 Q3	$184K	Buy	6,131 +536	+10%	+$17.8K	0.02%	290
2020 Q2	$178K	Buy	5,595 +3,222	+136%	+$96.7K	0.02%	330
2020 Q1	$59K	Buy	2,373 +208	+10%	+$5.71K	0.01%	482
2019 Q4	$69K	Buy	2,165 +153	+8%	+$4.63K	0.02%	494
2019 Q3	$56K	Sell	2,012 -4,330	-68%	-$125K	0.02%	480
2019 Q2	$197K	Buy	6,342 +1,905	+43%	+$60.1K	0.07%	191
2019 Q1	$145K	Buy	4,437 +1,989	+81%	+$81K	0.07%	141
2018 Q4	$105K	Buy	2,448 +345	+16%	+$17.9K	0.06%	142
2018 Q3	$116K	Buy	2,103 +182	+9%	+$10.9K	0.07%	134
2018 Q2	$120K	Buy	+1,921	New	+$114K	0.06%	134

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

CSat Investment Advisory's KHC Position: Q1 2021 in Review

CSat Investment Advisory increased its Kraft Heinz (KHC) stake by 12% in Q1 2021, buying an estimated $3.46K and bringing the position to 874 shares worth $35K. The position accounts for 0.03% of the portfolio, ranked #276.

CSat Investment Advisory first reported a position in KHC in Q2 2018 and has held it in 12 quarters since. The position peaked at $197K in Q2 2019. 1,016 funds tracked by Wall St. Rank hold KHC as of Q1 2021.

CSat Investment Advisory held 874 shares of Kraft Heinz worth $35K as of Q1 2021.
CSat Investment Advisory bought 96 Kraft Heinz shares in Q1 2021, an estimated $3.46K.
Kraft Heinz made up 0.03% of CSat Investment Advisory's portfolio in Q1 2021, its #276 holding.
CSat Investment Advisory first reported a position in Kraft Heinz in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Kraft Heinz position peaked at $197K in Q2 2019.
1,016 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.