Frontier Wealth Management’s Kraft Heinz KHC Stock Holding History

Frontier Wealth 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	$540K	Sell	14,162 -65,400	-82%	-$2.62M	0.04%	232
2022 Q1	$3.27M	Hold	79,562	–	–	0.04%	88
2021 Q4	$2.86M	Sell	79,562 -900	-1%	-$32.3K	0.19%	96
2021 Q3	$2.96M	Buy	80,462 +11,800	+17%	+$444K	0.2%	90
2021 Q2	$2.8M	Buy	68,662 +15,640	+29%	+$658K	0.2%	95
2021 Q1	$2.12M	Buy	53,022 +4,512	+9%	+$163K	0.16%	104
2020 Q4	$1.68M	Buy	48,510 +19,800	+69%	+$643K	0.14%	119
2020 Q3	$860K	Buy	28,710 +10,709	+59%	+$356K	0.08%	163
2020 Q2	$574K	Buy	18,001 +580	+3%	+$17.4K	0.05%	194
2020 Q1	$431K	Buy	17,421 +9,018	+107%	+$247K	0.07%	186
2019 Q4	$270K	Sell	8,403 -2,280	-21%	-$69K	0.04%	241
2019 Q3	$298K	Buy	+10,683	New	+$307K	0.04%	244
2019 Q1	–	Sell	-5,499	Closed	-$237K	–	369
2018 Q4	$237K	Sell	5,499 -251	-4%	-$13K	0.04%	304
2018 Q3	$317K	Sell	5,750 -371	-6%	-$22.2K	0.03%	297
2018 Q2	$385K	Buy	6,121 +405	+7%	+$24K	0.06%	249
2018 Q1	$356K	Buy	5,716 +508	+10%	+$36.4K	0.05%	273
2017 Q4	$405K	Sell	5,208 -586	-10%	-$46K	0.07%	227
2017 Q3	$449K	Buy	5,794 +146	+3%	+$12.2K	0.06%	241
2017 Q2	$484K	Buy	5,648 +142	+3%	+$12.9K	0.07%	229
2017 Q1	$500K	Hold	5,506	–	–	0.08%	226
2016 Q4	$481K	Sell	5,506 -13	-0.2%	-$1.11K	0.08%	221
2016 Q3	$494K	Sell	5,519 -10	-0.2%	-$885	0.08%	205
2016 Q2	$489K	Buy	5,529 +1,202	+28%	+$98.9K	0.08%	206
2016 Q1	$340K	Buy	4,327 +30	+0.7%	+$2.25K	0.03%	244
2015 Q4	$313K	Hold	4,297	–	–	0.05%	246
2015 Q3	$303K	Buy	+4,297	New	+$324K	0.05%	257

Other funds holding KHC

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Frontier Wealth Management's KHC Position: Q2 2022 in Review

Frontier Wealth Management reduced its Kraft Heinz (KHC) stake by 82% in Q2 2022, selling an estimated $2.62M and leaving 14,162 shares worth $540K. The position accounts for 0.04% of the portfolio, ranked #232.

Frontier Wealth Management first reported a position in KHC in Q3 2015 and has held it in 26 quarters since. The position peaked at $3.27M in Q1 2022. 1,108 funds tracked by Wall St. Rank hold KHC as of Q2 2022.

Frontier Wealth Management held 14,162 shares of Kraft Heinz worth $540K as of Q2 2022.
Frontier Wealth Management sold 65,400 Kraft Heinz shares in Q2 2022, an estimated $2.62M.
Kraft Heinz made up 0.04% of Frontier Wealth Management's portfolio in Q2 2022, its #232 holding.
Frontier Wealth Management first reported a position in Kraft Heinz in Q3 2015 and has held it in 26 quarters since.
Frontier Wealth Management's Kraft Heinz position peaked at $3.27M in Q1 2022.
1,108 funds tracked by Wall St. Rank held Kraft Heinz as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.