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Kelman-Lazarov Inc’s Kraft Heinz KHC Stock Holding History

Kelman-Lazarov Inc’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
2017
Q1 		– Sell
-1,592
Closed -$139K – 177
2016
Q4 		$139K Sell
1,592
-266
-14% -$22.8K 0.08% 120
2016
Q3 		$164K Sell
1,858
-333
-15% -$29.5K 0.09% 113
2016
Q2 		$193K Sell
2,191
-763
-26% -$62.8K 0.11% 112
2016
Q1 		$234K Buy
+2,954
New +$221K 0.14% 113

Other funds holding KHC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Kelman-Lazarov Inc's KHC Position: Q1 2017 in Review

Kelman-Lazarov Inc sold out of Kraft Heinz (KHC) in Q1 2017, closing a stake of 1,592 shares — an estimated $139K sold.

Kelman-Lazarov Inc first reported a position in KHC in Q1 2016 and held it in 4 quarters. The position peaked at $234K in Q1 2016. 1,206 funds tracked by Wall St. Rank hold KHC as of Q1 2017.

  • Kelman-Lazarov Inc reported no remaining Kraft Heinz position as of Q1 2017 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 1,592 Kraft Heinz shares in Q1 2017, an estimated $139K.
  • Kelman-Lazarov Inc first reported a position in Kraft Heinz in Q1 2016 and held it in 4 quarters.
  • Kelman-Lazarov Inc's Kraft Heinz position peaked at $234K in Q1 2016.
  • 1,206 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2017.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2017, filed 25 Apr 2017.