IWP
KHC icon

Icon Wealth Partners’s The Kraft Heinz Company KHC Stock Holding History

Icon Wealth Partners’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
2020
Q2 		– Sell
-8,818
Closed -$218K – 264
2020
Q1 		$218K Buy
8,818
+901
+11% +$24.7K 0.09% 136
2019
Q4 		$254K Buy
7,917
+95
+1% +$2.88K 0.08% 140
2019
Q3 		$219K Buy
7,822
+136
+2% +$3.91K 0.07% 146
2019
Q2 		$239K Buy
7,686
+2,397
+45% +$75.6K 0.08% 130
2019
Q1 		$173K Sell
5,289
-1,094
-17% -$44.6K 0.06% 164
2018
Q4 		$275K Buy
6,383
+2,386
+60% +$124K 0.13% 111
2018
Q3 		$220K Buy
3,997
+970
+32% +$58K 0.09% 162
2018
Q2 		$190K Buy
3,027
+623
+26% +$37K 0.08% 164
2018
Q1 		$150K Hold
2,404
– – 0.08% 193
2017
Q4 		$187K Buy
+2,404
New +$189K 0.09% 181

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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return

Icon Wealth Partners's KHC Position: Q2 2020 in Review

Icon Wealth Partners sold out of The Kraft Heinz Company (KHC) in Q2 2020, closing a stake of 8,818 shares — an estimated $218K sold.

Icon Wealth Partners first reported a position in KHC in Q4 2017 and held it in 10 quarters. The position peaked at $275K in Q4 2018. 891 funds tracked by Wall St. Rank hold KHC as of Q2 2020.

  • Icon Wealth Partners reported no remaining The Kraft Heinz Company position as of Q2 2020 after selling out during the quarter.
  • Icon Wealth Partners sold 8,818 The Kraft Heinz Company shares in Q2 2020, an estimated $218K.
  • Icon Wealth Partners first reported a position in The Kraft Heinz Company in Q4 2017 and held it in 10 quarters.
  • Icon Wealth Partners's The Kraft Heinz Company position peaked at $275K in Q4 2018.
  • 891 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q2 2020.

Based on Icon Wealth Partners's 13F filing for Q2 2020, filed 14 Jul 2020.