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McElhenny Sheffield Capital Management’s The Kraft Heinz Company 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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State Street
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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
Capital International Investors
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
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Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

McElhenny Sheffield Capital Management sold out of The Kraft Heinz Company (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. 1,138 funds tracked by Wall St. Rank hold KHC as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining The Kraft Heinz Company position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 3,325 The Kraft Heinz Company shares in Q1 2023, an estimated $135K.
  • McElhenny Sheffield Capital Management first reported a position in The Kraft Heinz Company in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's The Kraft Heinz Company position peaked at $135K in Q4 2022.
  • 1,138 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q1 2023.

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