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Investment House LLC’s The Kraft Heinz Company KHC Stock Holding History

Investment House LLC’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
2018
Q4 		– Sell
-5,720
Closed -$315K – 185
2018
Q3 		$315K Sell
5,720
-1,890
-25% -$113K 0.03% 161
2018
Q2 		$478K Buy
7,610
+1,060
+16% +$62.9K 0.06% 138
2018
Q1 		$408K Sell
6,550
-4,297
-40% -$308K 0.05% 144
2017
Q4 		$843K Sell
10,847
-275
-2% -$21.6K 0.1% 114
2017
Q3 		$863K Buy
11,122
+115
+1% +$9.62K 0.11% 114
2017
Q2 		$943K Hold
11,007
– – 0.13% 115
2017
Q1 		$1M Sell
11,007
-216
-2% -$19.5K 0.14% 106
2016
Q4 		$980K Hold
11,223
– – 0.15% 104
2016
Q3 		$1M Buy
11,223
+125
+1% +$11.1K 0.15% 105
2016
Q2 		$982K Buy
11,098
+1,180
+12% +$97.1K 0.16% 98
2016
Q1 		$779K Buy
9,918
+500
+5% +$37.4K 0.12% 113
2015
Q4 		$685K Buy
+9,418
New +$695K 0.11% 111

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
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Investment House LLC's KHC Position: Q4 2018 in Review

Investment House LLC sold out of The Kraft Heinz Company (KHC) in Q4 2018, closing a stake of 5,720 shares — an estimated $315K sold.

Investment House LLC first reported a position in KHC in Q4 2015 and held it in 12 quarters. The position peaked at $1M in Q3 2016. 1,127 funds tracked by Wall St. Rank hold KHC as of Q4 2018.

  • Investment House LLC reported no remaining The Kraft Heinz Company position as of Q4 2018 after selling out during the quarter.
  • Investment House LLC sold 5,720 The Kraft Heinz Company shares in Q4 2018, an estimated $315K.
  • Investment House LLC first reported a position in The Kraft Heinz Company in Q4 2015 and held it in 12 quarters.
  • Investment House LLC's The Kraft Heinz Company position peaked at $1M in Q3 2016.
  • 1,127 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q4 2018.

Based on Investment House LLC's 13F filing for Q4 2018, filed 6 Feb 2019.