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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return