Lenox Wealth Advisors’s Kraft Heinz KHC Stock Holding History

Lenox Wealth 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
2022 Q1	$13K	Buy	323 +19	+6%	+$712	﹤0.01%	441
2021 Q4	$11K	Buy	304 +27	+10%	+$970	﹤0.01%	496
2021 Q3	$10K	Hold	277	–	–	﹤0.01%	468
2021 Q2	$11K	Buy	277 +154	+125%	+$6.48K	﹤0.01%	463
2021 Q1	$5K	Buy	123 +119	+2,975%	+$4.29K	﹤0.01%	505
2020 Q4	$0	Buy	+4	New	+$130	﹤0.01%	645
2020 Q1	–	Sell	-8	Closed	–	–	867
2019 Q4	$0	Buy	+8	New	+$242	﹤0.01%	774
2019 Q2	–	Sell	-500	Closed	-$16K	–	502
2019 Q1	$16K	Hold	500	–	–	﹤0.01%	228
2018 Q4	$22K	Sell	500 -500	-50%	-$25.9K	﹤0.01%	186
2018 Q3	$55K	Hold	1,000	–	–	0.01%	127
2018 Q2	$63K	Sell	1,000 -33	-3%	-$1.96K	0.01%	118
2018 Q1	$64K	Hold	1,033	–	–	0.01%	143
2017 Q4	$80K	Buy	1,033 +31	+3%	+$2.44K	0.02%	82
2017 Q3	$78K	Sell	1,002 -147	-13%	-$12.3K	0.02%	44
2017 Q2	$98K	Buy	1,149 +149	+15%	+$13.5K	0.03%	37
2017 Q1	$91K	Hold	1,000	–	–	0.03%	38
2016 Q4	$87K	Hold	1,000	–	–	0.03%	41
2016 Q3	$90K	Hold	1,000	–	–	0.03%	55
2016 Q2	$88K	Buy	+1,000	New	+$82.3K	0.03%	57

Other funds holding KHC

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Lenox Wealth Advisors's KHC Position: Q1 2022 in Review

Lenox Wealth Advisors increased its Kraft Heinz (KHC) stake by 6.3% in Q1 2022, buying an estimated $712 and bringing the position to 323 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #441.

Lenox Wealth Advisors first reported a position in KHC in Q2 2016 and has held it in 19 quarters since. The position peaked at $98K in Q2 2017. 1,087 funds tracked by Wall St. Rank hold KHC as of Q1 2022.

Lenox Wealth Advisors held 323 shares of Kraft Heinz worth $13K as of Q1 2022.
Lenox Wealth Advisors bought 19 Kraft Heinz shares in Q1 2022, an estimated $712.
Kraft Heinz made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #441 holding.
Lenox Wealth Advisors first reported a position in Kraft Heinz in Q2 2016 and has held it in 19 quarters since.
Lenox Wealth Advisors's Kraft Heinz position peaked at $98K in Q2 2017.
1,087 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.