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Legacy Financial Advisors’s Kraft Heinz KHC Stock Holding History

Legacy Financial 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
Q2 		– Sell
-483
Closed -$16K – 533
2019
Q1 		$16K Sell
483
-114
-19% -$4.64K 0.01% 510
2018
Q4 		$26K Buy
597
+61
+11% +$3.16K 0.01% 356
2018
Q3 		$29K Sell
536
-242
-31% -$14.5K 0.01% 320
2018
Q2 		$50K Buy
778
+337
+76% +$20K 0.02% 250
2018
Q1 		$27K Hold
441
– – 0.01% 318
2017
Q4 		$34K Buy
+441
New +$34.6K 0.01% 295

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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Legacy Financial Advisors's KHC Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Kraft Heinz (KHC) in Q2 2019, closing a stake of 483 shares — an estimated $16K sold.

Legacy Financial Advisors first reported a position in KHC in Q4 2017 and held it in 6 quarters. The position peaked at $50K in Q2 2018. 931 funds tracked by Wall St. Rank hold KHC as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Kraft Heinz position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 483 Kraft Heinz shares in Q2 2019, an estimated $16K.
  • Legacy Financial Advisors first reported a position in Kraft Heinz in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Kraft Heinz position peaked at $50K in Q2 2018.
  • 931 funds tracked by Wall St. Rank held Kraft Heinz as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.