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KCM Investment Advisors’s Kraft Heinz 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 $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

KCM Investment Advisors sold out of Kraft Heinz (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. 1,139 funds tracked by Wall St. Rank hold KHC as of Q1 2023.

  • KCM Investment Advisors reported no remaining Kraft Heinz position as of Q1 2023 after selling out during the quarter.
  • KCM Investment Advisors sold 5,351 Kraft Heinz shares in Q1 2023, an estimated $218K.
  • KCM Investment Advisors first reported a position in Kraft Heinz in Q3 2015 and held it in 14 quarters.
  • KCM Investment Advisors's Kraft Heinz position peaked at $3.43M in Q4 2016.
  • 1,139 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2023.

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