FM
KHC icon

Family Management’s Kraft Heinz KHC Stock Holding History

Family 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
2018
Q1 		– Sell
-29,180
Closed -$2.27M – 66
2017
Q4 		$2.27M Sell
29,180
-1,460
-5% -$115K 1.58% 27
2017
Q3 		$2.38M Sell
30,640
-885
-3% -$74K 1.63% 27
2017
Q2 		$2.7M Buy
+31,525
New +$2.86M 1.86% 26

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Family Management's KHC Position: Q1 2018 in Review

Family Management sold out of Kraft Heinz (KHC) in Q1 2018, closing a stake of 29,180 shares — an estimated $2.27M sold.

Family Management first reported a position in KHC in Q2 2017 and held it in 3 quarters. The position peaked at $2.7M in Q2 2017. 1,152 funds tracked by Wall St. Rank hold KHC as of Q1 2018.

  • Family Management reported no remaining Kraft Heinz position as of Q1 2018 after selling out during the quarter.
  • Family Management sold 29,180 Kraft Heinz shares in Q1 2018, an estimated $2.27M.
  • Family Management first reported a position in Kraft Heinz in Q2 2017 and held it in 3 quarters.
  • Family Management's Kraft Heinz position peaked at $2.7M in Q2 2017.
  • 1,152 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2018.

Based on Family Management's 13F filing for Q1 2018, filed 11 May 2018.