Marsico Capital Management
KHC icon

Marsico Capital Management’s The Kraft Heinz Company KHC Stock Holding History

Marsico Capital 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
2017
Q2 		– Sell
-339,426
Closed -$30.8M – 106
2017
Q1 		$30.8M Sell
339,426
-46,462
-12% -$4.19M 1.33% 23
2016
Q4 		$33.7M Sell
385,888
-14,568
-4% -$1.25M 1.49% 19
2016
Q3 		$35.8M Sell
400,456
-34,618
-8% -$3.06M 1.34% 23
2016
Q2 		$38.5M Sell
435,074
-5,698
-1% -$469K 1.34% 21
2016
Q1 		$34.6M Buy
+440,772
New +$33M 1.03% 22

Other funds holding KHC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Marsico Capital Management's KHC Position: Q2 2017 in Review

Marsico Capital Management sold out of The Kraft Heinz Company (KHC) in Q2 2017, closing a stake of 339,426 shares — an estimated $30.8M sold.

Marsico Capital Management first reported a position in KHC in Q1 2016 and held it in 5 quarters. The position peaked at $38.5M in Q2 2016. 1,203 funds tracked by Wall St. Rank hold KHC as of Q2 2017.

  • Marsico Capital Management reported no remaining The Kraft Heinz Company position as of Q2 2017 after selling out during the quarter.
  • Marsico Capital Management sold 339,426 The Kraft Heinz Company shares in Q2 2017, an estimated $30.8M.
  • Marsico Capital Management first reported a position in The Kraft Heinz Company in Q1 2016 and held it in 5 quarters.
  • Marsico Capital Management's The Kraft Heinz Company position peaked at $38.5M in Q2 2016.
  • 1,203 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q2 2017.

Based on Marsico Capital Management's 13F filing for Q2 2017, filed 14 Aug 2017.