Doyle Wealth Management’s Kraft Heinz KHC Stock Holding History

Doyle Wealth Management’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
2019 Q3	–	Sell	-656	Closed	-$20K	–	494
2019 Q2	$20K	Buy	+656	New	+$20.7K	﹤0.01%	508
2019 Q1	–	Sell	-148,247	Closed	-$6.38M	–	479
2018 Q4	$6.38M	Buy	148,247 +124,877	+534%	+$6.47M	1.08%	34
2018 Q3	$1.29M	Buy	23,370 +5,697	+32%	+$340K	0.2%	62
2018 Q2	$1.11M	Buy	+17,673	New	+$1.05M	0.18%	66

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Doyle Wealth Management's KHC Position: Q3 2019 in Review

Doyle Wealth Management sold out of Kraft Heinz (KHC) in Q3 2019, closing a stake of 656 shares — an estimated $20K sold.

Doyle Wealth Management first reported a position in KHC in Q2 2018 and held it in 4 quarters. The position peaked at $6.38M in Q4 2018. 846 funds tracked by Wall St. Rank hold KHC as of Q3 2019.

Doyle Wealth Management reported no remaining Kraft Heinz position as of Q3 2019 after selling out during the quarter.
Doyle Wealth Management sold 656 Kraft Heinz shares in Q3 2019, an estimated $20K.
Doyle Wealth Management first reported a position in Kraft Heinz in Q2 2018 and held it in 4 quarters.
Doyle Wealth Management's Kraft Heinz position peaked at $6.38M in Q4 2018.
846 funds tracked by Wall St. Rank held Kraft Heinz as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.