Legacy Financial Advisors’s The Kraft Heinz Company 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 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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 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

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

Legacy Financial Advisors sold out of The Kraft Heinz Company (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 The Kraft Heinz Company position as of Q2 2019 after selling out during the quarter.
Legacy Financial Advisors sold 483 The Kraft Heinz Company shares in Q2 2019, an estimated $16K.
Legacy Financial Advisors first reported a position in The Kraft Heinz Company in Q4 2017 and held it in 6 quarters.
Legacy Financial Advisors's The Kraft Heinz Company position peaked at $50K in Q2 2018.
931 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q2 2019.

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