Ironwood Financial’s The Kraft Heinz Company KHC Stock Holding History

Ironwood Financial’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 Q4	–	Sell	-404	Closed	-$15K	–	352
2021 Q3	$15K	Hold	404	–	–	﹤0.01%	317
2021 Q2	$16K	Sell	404 -180	-31%	-$7.58K	﹤0.01%	301
2021 Q1	$23K	Hold	584	–	–	0.01%	250
2020 Q4	$20K	Buy	584 +466	+395%	+$15.1K	0.01%	250
2020 Q3	$4K	Hold	118	–	–	﹤0.01%	348
2020 Q2	$4K	Hold	118	–	–	﹤0.01%	329
2020 Q1	$3K	Sell	118 -33	-22%	-$905	﹤0.01%	299
2019 Q4	$5K	Hold	151	–	–	﹤0.01%	312
2019 Q3	$4K	Hold	151	–	–	﹤0.01%	325
2019 Q2	$5K	Hold	151	–	–	﹤0.01%	316
2019 Q1	$5K	Hold	151	–	–	﹤0.01%	309
2018 Q4	$6K	Sell	151 -235	-61%	-$12.2K	﹤0.01%	287
2018 Q3	$21K	Buy	386 +268	+227%	+$16K	0.01%	186
2018 Q2	$7K	Sell	118 -57	-33%	-$3.38K	﹤0.01%	210
2018 Q1	$11K	Hold	175	–	–	0.01%	165
2017 Q4	$14K	Hold	175	–	–	0.01%	155
2017 Q3	$14K	Hold	175	–	–	0.01%	161
2017 Q2	$15K	Hold	175	–	–	0.01%	154
2017 Q1	$16K	Hold	175	–	–	0.01%	149
2016 Q4	$15K	Hold	175	–	–	0.01%	151
2016 Q3	$16K	Hold	175	–	–	0.01%	146
2016 Q2	$15K	Hold	175	–	–	0.01%	149
2016 Q1	$14K	Buy	+175	New	+$13.1K	0.01%	156
2015 Q3	$12K	Buy	+175	New	+$13.2K	0.01%	199

Other funds holding KHC

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Ironwood Financial's KHC Position: Q4 2021 in Review

Ironwood Financial sold out of The Kraft Heinz Company (KHC) in Q4 2021, closing a stake of 404 shares — an estimated $15K sold.

Ironwood Financial first reported a position in KHC in Q3 2015 and held it in 24 quarters. The position peaked at $23K in Q1 2021. 1,050 funds tracked by Wall St. Rank hold KHC as of Q4 2021.

Ironwood Financial reported no remaining The Kraft Heinz Company position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 404 The Kraft Heinz Company shares in Q4 2021, an estimated $15K.
Ironwood Financial first reported a position in The Kraft Heinz Company in Q3 2015 and held it in 24 quarters.
Ironwood Financial's The Kraft Heinz Company position peaked at $23K in Q1 2021.
1,050 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.