Kaizen Advisory’s Kraft Heinz KHC Stock Holding History

Kaizen Advisory’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	$75K	Buy	1,749 +419	+32%	+$21.7K	0.05%	262
2018 Q3	$73K	Hold	1,330	–	–	0.04%	272
2018 Q2	$84K	Buy	1,330 +760	+133%	+$45.1K	0.04%	248
2018 Q1	$36K	Hold	570	–	–	0.04%	242
2017 Q4	$44K	Buy	+570	New	+$44.8K	0.03%	210

Other funds holding KHC

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Kaizen Advisory's KHC Position: Q4 2018 in Review

Kaizen Advisory increased its Kraft Heinz (KHC) stake by 32% in Q4 2018, buying an estimated $21.7K and bringing the position to 1,749 shares worth $75K. The position accounts for 0.05% of the portfolio, ranked #262.

Kaizen Advisory first reported a position in KHC in Q4 2017 and has held it in 5 quarters since. The position peaked at $84K in Q2 2018. 1,126 funds tracked by Wall St. Rank hold KHC as of Q4 2018.

Kaizen Advisory held 1,749 shares of Kraft Heinz worth $75K as of Q4 2018.
Kaizen Advisory bought 419 Kraft Heinz shares in Q4 2018, an estimated $21.7K.
Kraft Heinz made up 0.05% of Kaizen Advisory's portfolio in Q4 2018, its #262 holding.
Kaizen Advisory first reported a position in Kraft Heinz in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's Kraft Heinz position peaked at $84K in Q2 2018.
1,126 funds tracked by Wall St. Rank held Kraft Heinz as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.