Elm Advisors’s Kraft Heinz KHC Stock Holding History

Elm Advisors’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	–	Sell	-248	Closed	-$9K	–	185
2020 Q4	$9K	Buy	+248	New	+$8.05K	0.01%	237
2018 Q4	–	Sell	-248	Closed	-$14K	–	183
2018 Q3	$14K	Buy	+248	New	+$14.8K	0.01%	239

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

Elm Advisors's KHC Position: Q1 2021 in Review

Elm Advisors sold out of Kraft Heinz (KHC) in Q1 2021, closing a stake of 248 shares — an estimated $9K sold.

Elm Advisors first reported a position in KHC in Q3 2018 and held it in 2 quarters. The position peaked at $14K in Q3 2018. 1,015 funds tracked by Wall St. Rank hold KHC as of Q1 2021.

Elm Advisors reported no remaining Kraft Heinz position as of Q1 2021 after selling out during the quarter.
Elm Advisors sold 248 Kraft Heinz shares in Q1 2021, an estimated $9K.
Elm Advisors first reported a position in Kraft Heinz in Q3 2018 and held it in 2 quarters.
Elm Advisors's Kraft Heinz position peaked at $14K in Q3 2018.
1,015 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.