LA
KHC icon

Legacy Advisors’s Kraft Heinz KHC Stock Holding History

Legacy 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
2019
Q3 		– Sell
-552
Closed -$17K – 222
2019
Q2 		$17K Sell
552
-21,114
-97% -$666K 0.01% 269
2019
Q1 		$708K Buy
+21,666
New +$883K 0.23% 83
2018
Q4 		– Sell
-727
Closed -$40K – 255
2018
Q3 		$40K Hold
727
– – 0.02% 251
2018
Q2 		$46K Buy
727
+281
+63% +$16.7K 0.03% 195
2018
Q1 		$27K Sell
446
-440
-50% -$31.5K 0.02% 193
2017
Q4 		$68K Buy
886
+358
+68% +$28.1K 0.07% 110
2017
Q3 		$40K Buy
528
+82
+18% +$6.86K 0.04% 118
2017
Q2 		$38K Hold
446
– – 0.05% 109
2017
Q1 		$40K Hold
446
– – 0.05% 101
2016
Q4 		$38K Buy
+446
New +$38.2K 0.05% 110

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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM