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McElhenny Sheffield Capital Management’s Kraft Heinz KHC Stock Holding History

McElhenny Sheffield 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
2023
Q1 		– Sell
-3,325
Closed -$135K – 367
2022
Q4 		$135K Buy
+3,325
New +$126K 0.06% 107

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Bank of America
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Invesco
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Capital International Investors
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

McElhenny Sheffield Capital Management's KHC Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of Kraft Heinz (KHC) in Q1 2023, closing a stake of 3,325 shares — an estimated $135K sold.

McElhenny Sheffield Capital Management first reported a position in KHC in Q4 2022 and held it in 1 quarter. The position peaked at $135K in Q4 2022. 1,139 funds tracked by Wall St. Rank hold KHC as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining Kraft Heinz position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 3,325 Kraft Heinz shares in Q1 2023, an estimated $135K.
  • McElhenny Sheffield Capital Management first reported a position in Kraft Heinz in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's Kraft Heinz position peaked at $135K in Q4 2022.
  • 1,139 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.