Cypress Wealth Services’s The Kraft Heinz Company KHC Stock Holding History

Cypress Wealth Services’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
2020 Q3	–	Sell	-14,126	Closed	-$450K	–	393
2020 Q2	$450K	Sell	14,126 -4	-0%	-$120	0.11%	155
2020 Q1	$350K	Sell	14,130 -209	-1%	-$5.73K	0.1%	164
2019 Q4	$461K	Buy	14,339 +105	+0.7%	+$3.18K	0.12%	142
2019 Q3	$398K	Buy	14,234 +534	+4%	+$15.4K	0.11%	153
2019 Q2	$425K	Buy	13,700 +204	+2%	+$6.43K	0.12%	143
2019 Q1	$441K	Buy	13,496 +71	+0.5%	+$2.89K	0.14%	133
2018 Q4	$578K	Sell	13,425 -589	-4%	-$30.5K	0.23%	101
2018 Q3	$772K	Sell	14,014 -39	-0.3%	-$2.33K	0.28%	92
2018 Q2	$883K	Buy	14,053 +558	+4%	+$33.1K	0.34%	84
2018 Q1	$841K	Buy	13,495 +1	+0%	+$72	0.36%	78
2017 Q4	$1.05M	Buy	+13,494	New	+$1.06M	0.44%	64

Other funds holding KHC

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cypress Wealth Services's KHC Position: Q3 2020 in Review

Cypress Wealth Services sold out of The Kraft Heinz Company (KHC) in Q3 2020, closing a stake of 14,126 shares — an estimated $450K sold.

Cypress Wealth Services first reported a position in KHC in Q4 2017 and held it in 11 quarters. The position peaked at $1.05M in Q4 2017. 903 funds tracked by Wall St. Rank hold KHC as of Q3 2020.

Cypress Wealth Services reported no remaining The Kraft Heinz Company position as of Q3 2020 after selling out during the quarter.
Cypress Wealth Services sold 14,126 The Kraft Heinz Company shares in Q3 2020, an estimated $450K.
Cypress Wealth Services first reported a position in The Kraft Heinz Company in Q4 2017 and held it in 11 quarters.
Cypress Wealth Services's The Kraft Heinz Company position peaked at $1.05M in Q4 2017.
903 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q3 2020.

Based on Cypress Wealth Services's 13F filing for Q3 2020, filed 23 Oct 2020.