Liberty Wealth Management’s The Kraft Heinz Company KHC Stock Holding History

Liberty 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
2021 Q4	–	Sell	-604	Closed	-$22K	–	674
2021 Q3	$22K	Buy	604 +94	+18%	+$3.54K	0.01%	619
2021 Q2	$21K	Buy	510 +169	+50%	+$7.11K	0.01%	496
2021 Q1	$11K	Hold	341	–	–	0.01%	574
2020 Q4	$11K	Buy	341 +138	+68%	+$4.48K	0.01%	569
2020 Q3	$6K	Hold	203	–	–	﹤0.01%	599
2020 Q2	$6K	Hold	203	–	–	﹤0.01%	580
2020 Q1	$5K	Sell	203 -207	-50%	-$5.68K	﹤0.01%	578
2019 Q4	$13K	Buy	410 +32	+8%	+$969	0.01%	498
2019 Q3	$11K	Hold	378	–	–	0.01%	502
2019 Q2	$12K	Buy	378 +165	+77%	+$5.2K	0.01%	487
2019 Q1	$6K	Sell	213 -250	-54%	-$10.2K	﹤0.01%	514
2018 Q4	$19K	Buy	+463	New	+$24K	0.01%	336

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Liberty Wealth Management's KHC Position: Q4 2021 in Review

Liberty Wealth Management sold out of The Kraft Heinz Company (KHC) in Q4 2021, closing a stake of 604 shares — an estimated $22K sold.

Liberty Wealth Management first reported a position in KHC in Q4 2018 and held it in 12 quarters. The position peaked at $22K in Q3 2021. 1,050 funds tracked by Wall St. Rank hold KHC as of Q4 2021.

Liberty Wealth Management reported no remaining The Kraft Heinz Company position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 604 The Kraft Heinz Company shares in Q4 2021, an estimated $22K.
Liberty Wealth Management first reported a position in The Kraft Heinz Company in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's The Kraft Heinz Company position peaked at $22K in Q3 2021.
1,050 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.