KIA
KHC icon

KCM Investment Advisors’s The Kraft Heinz Company KHC Stock Holding History

KCM Investment Advisors’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
2023
Q1 		– Sell
-5,351
Closed -$218K – 413
2022
Q4 		$218K Buy
+5,351
New +$203K 0.01% 378
2018
Q4 		– Sell
-3,684
Closed -$203K – 496
2018
Q3 		$203K Sell
3,684
-2,514
-41% -$150K 0.01% 502
2018
Q2 		$389K Sell
6,198
-21,139
-77% -$1.25M 0.02% 393
2018
Q1 		$1.7M Sell
27,337
-2,480
-8% -$178K 0.1% 189
2017
Q4 		$2.32M Sell
29,817
-3,324
-10% -$261K 0.14% 154
2017
Q3 		$2.57M Sell
33,141
-999
-3% -$83.6K 0.16% 151
2017
Q2 		$2.92M Sell
34,140
-2,193
-6% -$199K 0.18% 136
2017
Q1 		$3.3M Sell
36,333
-2,984
-8% -$269K 0.21% 118
2016
Q4 		$3.43M Buy
39,317
+2,829
+8% +$242K 0.23% 116
2016
Q3 		$3.27M Buy
36,488
+3,199
+10% +$283K 0.22% 114
2016
Q2 		$2.94M Buy
33,289
+2,139
+7% +$176K 0.21% 127
2016
Q1 		$2.45M Buy
31,150
+593
+2% +$44.4K 0.18% 140
2015
Q4 		$2.22M Sell
30,557
-1,623
-5% -$120K 0.18% 145
2015
Q3 		$2.27M Buy
+32,180
New +$2.43M 0.19% 146

Other funds holding KHC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

KCM Investment Advisors's KHC Position: Q1 2023 in Review

KCM Investment Advisors sold out of The Kraft Heinz Company (KHC) in Q1 2023, closing a stake of 5,351 shares — an estimated $218K sold.

KCM Investment Advisors first reported a position in KHC in Q3 2015 and held it in 14 quarters. The position peaked at $3.43M in Q4 2016. 1,138 funds tracked by Wall St. Rank hold KHC as of Q1 2023.

  • KCM Investment Advisors reported no remaining The Kraft Heinz Company position as of Q1 2023 after selling out during the quarter.
  • KCM Investment Advisors sold 5,351 The Kraft Heinz Company shares in Q1 2023, an estimated $218K.
  • KCM Investment Advisors first reported a position in The Kraft Heinz Company in Q3 2015 and held it in 14 quarters.
  • KCM Investment Advisors's The Kraft Heinz Company position peaked at $3.43M in Q4 2016.
  • 1,138 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q1 2023.

Based on KCM Investment Advisors's 13F filing for Q1 2023, filed 9 May 2023.