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Gupta Wealth Management’s Kraft Heinz KHC Stock Holding History

Gupta 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
2016
Q1 		$84K Buy
1,073
+236
+28% +$17.7K 0.02% 353
2015
Q4 		$61K Sell
837
-1,387
-62% -$102K 0.02% 395
2015
Q3 		$157K Buy
+2,224
New +$168K 0.04% 280

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Gupta Wealth Management's KHC Position: Q1 2016 in Review

Gupta Wealth Management increased its Kraft Heinz (KHC) stake by 28% in Q1 2016, buying an estimated $17.7K and bringing the position to 1,073 shares worth $84K. The position accounts for 0.02% of the portfolio, ranked #353.

Gupta Wealth Management first reported a position in KHC in Q3 2015 and has held it in 3 quarters since. The position peaked at $157K in Q3 2015. 1,075 funds tracked by Wall St. Rank hold KHC as of Q1 2016.

  • Gupta Wealth Management held 1,073 shares of Kraft Heinz worth $84K as of Q1 2016.
  • Gupta Wealth Management bought 236 Kraft Heinz shares in Q1 2016, an estimated $17.7K.
  • Kraft Heinz made up 0.02% of Gupta Wealth Management's portfolio in Q1 2016, its #353 holding.
  • Gupta Wealth Management first reported a position in Kraft Heinz in Q3 2015 and has held it in 3 quarters since.
  • Gupta Wealth Management's Kraft Heinz position peaked at $157K in Q3 2015.
  • 1,075 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.