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Fiduciary Group’s Kraft Heinz KHC Stock Holding History

Fiduciary Group’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
2020
Q3 		– Sell
-8,017
Closed -$256K – 211
2020
Q2 		$256K Buy
+8,017
New +$241K 0.04% 175
2020
Q1 		– Sell
-7,752
Closed -$249K – 187
2019
Q4 		$249K Hold
7,752
– – 0.04% 177
2019
Q3 		$217K Hold
7,752
– – 0.04% 179
2019
Q2 		$241K Hold
7,752
– – 0.04% 172
2019
Q1 		$253K Sell
7,752
-69,319
-90% -$2.82M 0.05% 161
2018
Q4 		$3.32M Sell
77,071
-3,528
-4% -$183K 0.69% 48
2018
Q3 		$4.44M Buy
80,599
+19,119
+31% +$1.14M 0.87% 36
2018
Q2 		$3.86M Buy
61,480
+9,001
+17% +$534K 0.82% 42
2018
Q1 		$3.27M Buy
52,479
+16,291
+45% +$1.17M 0.71% 46
2017
Q4 		$2.81M Buy
36,188
+4,318
+14% +$339K 0.6% 50
2017
Q3 		$2.47M Buy
31,870
+10,722
+51% +$897K 0.56% 54
2017
Q2 		$1.81M Buy
21,148
+3,063
+17% +$278K 0.42% 67
2017
Q1 		$1.64M Buy
18,085
+6,594
+57% +$594K 0.39% 68
2016
Q4 		$1M Buy
11,491
+2,468
+27% +$211K 0.26% 86
2016
Q3 		$808K Buy
9,023
+1,862
+26% +$165K 0.22% 92
2016
Q2 		$634K Buy
7,161
+3,650
+104% +$300K 0.18% 106
2016
Q1 		$276K Sell
3,511
-17
-0.5% -$1.27K 0.08% 150
2015
Q4 		$257K Buy
3,528
+214
+6% +$15.8K 0.08% 152
2015
Q3 		$234K Buy
+3,314
New +$250K 0.08% 168

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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fiduciary Group's KHC Position: Q3 2020 in Review

Fiduciary Group sold out of Kraft Heinz (KHC) in Q3 2020, closing a stake of 8,017 shares — an estimated $256K sold.

Fiduciary Group first reported a position in KHC in Q3 2015 and held it in 19 quarters. The position peaked at $4.44M in Q3 2018. 902 funds tracked by Wall St. Rank hold KHC as of Q3 2020.

  • Fiduciary Group reported no remaining Kraft Heinz position as of Q3 2020 after selling out during the quarter.
  • Fiduciary Group sold 8,017 Kraft Heinz shares in Q3 2020, an estimated $256K.
  • Fiduciary Group first reported a position in Kraft Heinz in Q3 2015 and held it in 19 quarters.
  • Fiduciary Group's Kraft Heinz position peaked at $4.44M in Q3 2018.
  • 902 funds tracked by Wall St. Rank held Kraft Heinz as of Q3 2020.

Based on Fiduciary Group's 13F filing for Q3 2020, filed 12 Nov 2020.