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Financial Advocates Investment Management’s Kraft Heinz KHC Stock Holding History

Financial Advocates Investment 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
2022
Q2 		– Sell
-21,141
Closed -$833K – 743
2022
Q1 		$833K Sell
21,141
-349
-2% -$13.1K 0.05% 335
2021
Q4 		$772K Sell
21,490
-878
-4% -$31.6K 0.05% 385
2021
Q3 		$823K Buy
22,368
+15,977
+250% +$602K 0.06% 357
2021
Q2 		$406K Sell
6,391
-19,985
-76% -$841K 0.03% 528
2021
Q1 		$1.29M Buy
26,376
+3,650
+16% +$131K 0.09% 260
2020
Q4 		$788K Buy
+22,726
New +$738K 0.05% 353
2018
Q1 		– Sell
-3,284
Closed -$256K – 518
2017
Q4 		$256K Buy
+3,284
New +$258K 0.03% 391

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Financial Advocates Investment Management's KHC Position: Q2 2022 in Review

Financial Advocates Investment Management sold out of Kraft Heinz (KHC) in Q2 2022, closing a stake of 21,141 shares — an estimated $833K sold.

Financial Advocates Investment Management first reported a position in KHC in Q4 2017 and held it in 7 quarters. The position peaked at $1.29M in Q1 2021. 1,108 funds tracked by Wall St. Rank hold KHC as of Q2 2022.

  • Financial Advocates Investment Management reported no remaining Kraft Heinz position as of Q2 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 21,141 Kraft Heinz shares in Q2 2022, an estimated $833K.
  • Financial Advocates Investment Management first reported a position in Kraft Heinz in Q4 2017 and held it in 7 quarters.
  • Financial Advocates Investment Management's Kraft Heinz position peaked at $1.29M in Q1 2021.
  • 1,108 funds tracked by Wall St. Rank held Kraft Heinz as of Q2 2022.

Based on Financial Advocates Investment Management's 13F filing for Q2 2022, filed 12 Aug 2022.