EWA
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Evolution Wealth Advisors’s Kraft Heinz KHC Stock Holding History

Evolution Wealth 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
Q4 		– Sell
-1,463
Closed -$54K – 407
2021
Q3 		$54K Buy
1,463
+1,365
+1,393% +$51.4K 0.01% 203
2021
Q2 		$4K Hold
98
– – ﹤0.01% 555
2021
Q1 		$4K Sell
98
-10
-9% -$360 ﹤0.01% 561
2020
Q4 		$4K Sell
108
-87
-45% -$2.82K ﹤0.01% 485
2020
Q3 		$6K Buy
195
+100
+105% +$3.33K ﹤0.01% 418
2020
Q2 		$3K Buy
95
+85
+850% +$2.55K ﹤0.01% 441
2020
Q1 		$0 Sell
10
-5,777
-100% -$158K ﹤0.01% 502
2019
Q4 		$186K Buy
5,787
+5,377
+1,311% +$163K 0.05% 80
2019
Q3 		$11K Buy
410
+210
+105% +$6.04K 0.01% 157
2019
Q2 		$6K Buy
200
+190
+1,900% +$5.99K ﹤0.01% 240
2019
Q1 		$0 Buy
+10
New +$407 ﹤0.01% 128

Other funds holding KHC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return