Keudell/Morrison Wealth Management’s Kraft Heinz KHC Stock Holding History

Keudell/Morrison Wealth Management’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
2020 Q3	–	Sell	-14,355	Closed	-$458K	–	150
2020 Q2	$458K	Sell	14,355 -3,030	-17%	-$91K	0.38%	86
2020 Q1	$430K	Buy	17,385 +525	+3%	+$14.4K	0.42%	84
2019 Q4	$542K	Buy	16,860 +1,645	+11%	+$49.8K	0.37%	77
2019 Q3	$425K	Buy	15,215 +1,630	+12%	+$46.9K	0.35%	85
2019 Q2	$419K	Buy	+13,585	New	+$428K	0.37%	81

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Keudell/Morrison Wealth Management's KHC Position: Q3 2020 in Review

Keudell/Morrison Wealth Management sold out of Kraft Heinz (KHC) in Q3 2020, closing a stake of 14,355 shares — an estimated $458K sold.

Keudell/Morrison Wealth Management first reported a position in KHC in Q2 2019 and held it in 5 quarters. The position peaked at $542K in Q4 2019. 903 funds tracked by Wall St. Rank hold KHC as of Q3 2020.

Keudell/Morrison Wealth Management reported no remaining Kraft Heinz position as of Q3 2020 after selling out during the quarter.
Keudell/Morrison Wealth Management sold 14,355 Kraft Heinz shares in Q3 2020, an estimated $458K.
Keudell/Morrison Wealth Management first reported a position in Kraft Heinz in Q2 2019 and held it in 5 quarters.
Keudell/Morrison Wealth Management's Kraft Heinz position peaked at $542K in Q4 2019.
903 funds tracked by Wall St. Rank held Kraft Heinz as of Q3 2020.

Based on Keudell/Morrison Wealth Management's 13F filing for Q3 2020, filed 20 Oct 2020.