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MD Financial Management’s Kraft Heinz KHC Stock Holding History

MD Financial 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 		$2.38M Sell
66,400
-2,354
-3% -$84.6K 0.06% 167
2021
Q3 		$2.53M Buy
68,754
+14,281
+26% +$538K 0.06% 128
2021
Q2 		$2.22M Buy
+54,473
New +$2.29M 0.06% 160

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 $5.72T 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

MD Financial Management's KHC Position: Q4 2021 in Review

MD Financial Management reduced its Kraft Heinz (KHC) stake by 3.4% in Q4 2021, selling an estimated $84.6K and leaving 66,400 shares worth $2.38M. The position accounts for 0.06% of the portfolio, ranked #167.

MD Financial Management first reported a position in KHC in Q2 2021 and has held it in 3 quarters since. The position peaked at $2.53M in Q3 2021. 1,050 funds tracked by Wall St. Rank hold KHC as of Q4 2021.

  • MD Financial Management held 66,400 shares of Kraft Heinz worth $2.38M as of Q4 2021.
  • MD Financial Management sold 2,354 Kraft Heinz shares in Q4 2021, an estimated $84.6K.
  • Kraft Heinz made up 0.06% of MD Financial Management's portfolio in Q4 2021, its #167 holding.
  • MD Financial Management first reported a position in Kraft Heinz in Q2 2021 and has held it in 3 quarters since.
  • MD Financial Management's Kraft Heinz position peaked at $2.53M in Q3 2021.
  • 1,050 funds tracked by Wall St. Rank held Kraft Heinz as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.