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Daniel Loeb’s Kraft Heinz KHC Stock Holding History

Daniel Loeb’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
2016
Q2 		– Sell
-500,000
Closed -$39.3M – 45
2016
Q1 		$39.3M Buy
500,000
+418,000
+510% +$31.3M 0.36% 32
2015
Q4 		$5.97M Sell
82,000
-8,168,000
-99% -$603M 0.06% 25
2015
Q3 		$582M Buy
+8,250,000
New +$623M 5.49% 6

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Daniel Loeb's KHC Position: Q2 2016 in Review

Daniel Loeb sold out of Kraft Heinz (KHC) in Q2 2016, closing a stake of 500,000 shares — an estimated $39.3M sold.

Daniel Loeb first reported a position in KHC in Q3 2015 and held it in 3 quarters. The position peaked at $582M in Q3 2015. 1,123 funds tracked by Wall St. Rank hold KHC as of Q2 2016.

  • Daniel Loeb reported no remaining Kraft Heinz position as of Q2 2016 after selling out during the quarter.
  • Daniel Loeb sold 500,000 Kraft Heinz shares in Q2 2016, an estimated $39.3M.
  • Daniel Loeb first reported a position in Kraft Heinz in Q3 2015 and held it in 3 quarters.
  • Daniel Loeb's Kraft Heinz position peaked at $582M in Q3 2015.
  • 1,123 funds tracked by Wall St. Rank held Kraft Heinz as of Q2 2016.

Based on Third Point's 13F filing for Q2 2016, filed 12 Aug 2016.