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FormulaFolio Investments’s Kraft Heinz KHC Stock Holding History

FormulaFolio Investments’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
Q2 		$1K Hold
30
– – ﹤0.01% 473
2021
Q1 		$1K Sell
30
-16,519
-100% -$595K ﹤0.01% 442
2020
Q4 		$574K Buy
+16,549
New +$537K 0.01% 419
2018
Q3 		– Sell
-4,085
Closed -$257K – 324
2018
Q2 		$257K Buy
+4,085
New +$242K 0.01% 269

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

FormulaFolio Investments's KHC Position: Q2 2021 in Review

FormulaFolio Investments held its Kraft Heinz (KHC) position steady in Q2 2021 at 30 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #473.

FormulaFolio Investments first reported a position in KHC in Q2 2018 and has held it in 4 quarters since. The position peaked at $574K in Q4 2020. 1,026 funds tracked by Wall St. Rank hold KHC as of Q2 2021.

  • FormulaFolio Investments held 30 shares of Kraft Heinz worth $1K as of Q2 2021.
  • FormulaFolio Investments left its Kraft Heinz share count unchanged in Q2 2021.
  • Kraft Heinz made up ﹤0.01% of FormulaFolio Investments's portfolio in Q2 2021, its #473 holding.
  • FormulaFolio Investments first reported a position in Kraft Heinz in Q2 2018 and has held it in 4 quarters since.
  • FormulaFolio Investments's Kraft Heinz position peaked at $574K in Q4 2020.
  • 1,026 funds tracked by Wall St. Rank held Kraft Heinz as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.