LWM
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Liberty Wealth Management’s Kraft Heinz 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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return