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Guardian Investment Management’s Kraft Heinz KHC Stock Holding History

Guardian 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
2021
Q3 		– Sell
-11,100
Closed -$452K – 57
2021
Q2 		$452K Sell
11,100
-1,000
-8% -$42.1K 0.31% 52
2021
Q1 		$484K Sell
12,100
-2,050
-14% -$73.8K 0.34% 50
2020
Q4 		$490K Buy
14,150
+500
+4% +$16.2K 0.37% 52
2020
Q3 		$409K Sell
13,650
-200
-1% -$6.66K 0.36% 51
2020
Q2 		$441K Hold
13,850
– – 0.4% 46
2020
Q1 		$343K Sell
13,850
-883
-6% -$24.2K 0.35% 49
2019
Q4 		$473K Sell
14,733
-1,700
-10% -$51.5K 0.38% 53
2019
Q3 		$453K Hold
16,433
– – 0.4% 50
2019
Q2 		$510K Sell
16,433
-3,866
-19% -$122K 0.44% 54
2019
Q1 		$663K Sell
20,299
-99
-0.5% -$4.03K 0.57% 51
2018
Q4 		$877K Buy
20,398
+50
+0.2% +$2.59K 0.81% 41
2018
Q3 		$1.12M Buy
20,348
+2,267
+13% +$135K 0.99% 40
2018
Q2 		$1.14M Buy
18,081
+9,600
+113% +$570K 1.08% 35
2018
Q1 		$528K Buy
+8,481
New +$607K 0.56% 48
2017
Q1 		– Sell
-11,185
Closed -$977K – 57
2016
Q4 		$977K Sell
11,185
-1,895
-14% -$162K 1.13% 33
2016
Q3 		$1.16M Hold
13,080
– – 1.29% 29
2016
Q2 		$1.16M Sell
13,080
-1,000
-7% -$82.3K 1.29% 29
2016
Q1 		$1.11M Buy
14,080
+1,000
+8% +$74.8K 1.27% 32
2015
Q4 		$926K Buy
13,080
+80
+0.6% +$5.9K 0.99% 39
2015
Q3 		$926K Buy
+13,000
New +$981K 1.03% 40

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
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 $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Guardian Investment Management's KHC Position: Q3 2021 in Review

Guardian Investment Management sold out of Kraft Heinz (KHC) in Q3 2021, closing a stake of 11,100 shares — an estimated $452K sold.

Guardian Investment Management first reported a position in KHC in Q3 2015 and held it in 20 quarters. The position peaked at $1.16M in Q3 2016. 988 funds tracked by Wall St. Rank hold KHC as of Q3 2021.

  • Guardian Investment Management reported no remaining Kraft Heinz position as of Q3 2021 after selling out during the quarter.
  • Guardian Investment Management sold 11,100 Kraft Heinz shares in Q3 2021, an estimated $452K.
  • Guardian Investment Management first reported a position in Kraft Heinz in Q3 2015 and held it in 20 quarters.
  • Guardian Investment Management's Kraft Heinz position peaked at $1.16M in Q3 2016.
  • 988 funds tracked by Wall St. Rank held Kraft Heinz as of Q3 2021.

Based on Guardian Investment Management's 13F filing for Q3 2021, filed 13 Oct 2021.