Douglas Lane & Associates’s Kraft Heinz KHC Stock Holding History

Douglas Lane & Associates’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
2026 Q2	$236K	Buy	+10,000	New	+$231K	﹤0.01%	240
2019 Q1	–	Sell	-4,730	Closed	-$204K	–	220
2018 Q4	$204K	Sell	4,730 -167	-3%	-$8.65K	﹤0.01%	202
2018 Q3	$270K	Buy	4,897 +242	+5%	+$14.5K	0.01%	185
2018 Q2	$292K	Buy	4,655 +1,342	+41%	+$79.6K	0.01%	178
2018 Q1	$206K	Sell	3,313 -94	-3%	-$6.73K	﹤0.01%	193
2017 Q4	$265K	Buy	3,407 +57	+2%	+$4.48K	0.01%	186
2017 Q3	$260K	Sell	3,350 -406	-11%	-$34K	0.01%	190
2017 Q2	$322K	Buy	3,756 +206	+6%	+$18.7K	0.01%	179
2017 Q1	$322K	Sell	3,550 -199	-5%	-$17.9K	0.01%	181
2016 Q4	$327K	Sell	3,749 -250	-6%	-$21.4K	0.01%	187
2016 Q3	$358K	Sell	3,999 -508	-11%	-$44.9K	0.01%	183
2016 Q2	$399K	Sell	4,507 -1,466	-25%	-$121K	0.01%	181
2016 Q1	$469K	Buy	+5,973	New	+$447K	0.01%	176

Other funds holding KHC

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return