Mid Atlantic Financial Management’s The Kraft Heinz Company KHC Stock Holding History

Mid Atlantic 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 Q3	$478K	Buy	12,988 +389	+3%	+$14.6K	0.03%	467
2021 Q2	$514K	Buy	12,599 +453	+4%	+$19.1K	0.03%	454
2021 Q1	$486K	Buy	12,146 +571	+5%	+$20.6K	0.04%	438
2020 Q4	$401K	Buy	11,575 +2,524	+28%	+$81.9K	0.03%	459
2020 Q3	$277K	Buy	9,051 +25	+0.3%	+$832	0.02%	548
2020 Q2	$288K	Buy	9,026 +566	+7%	+$17K	0.03%	495
2020 Q1	$209K	Sell	8,460 -925	-10%	-$25.4K	0.02%	551
2019 Q4	$302K	Buy	+9,385	New	+$284K	0.03%	525
2019 Q3	–	Sell	-9,261	Closed	-$287K	–	737
2019 Q2	$287K	Sell	9,261 -7,534	-45%	-$238K	0.03%	534
2019 Q1	$548K	Buy	16,795 +2,231	+15%	+$90.9K	0.06%	338
2018 Q4	$627K	Buy	+14,564	New	+$754K	0.08%	273

Other funds holding KHC

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Mid Atlantic Financial Management's KHC Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its The Kraft Heinz Company (KHC) stake by 3.1% in Q3 2021, buying an estimated $14.6K and bringing the position to 12,988 shares worth $478K. The position accounts for 0.03% of the portfolio, ranked #467.

Mid Atlantic Financial Management first reported a position in KHC in Q4 2018 and has held it in 11 quarters since. The position peaked at $627K in Q4 2018. 988 funds tracked by Wall St. Rank hold KHC as of Q3 2021.

Mid Atlantic Financial Management held 12,988 shares of The Kraft Heinz Company worth $478K as of Q3 2021.
Mid Atlantic Financial Management bought 389 The Kraft Heinz Company shares in Q3 2021, an estimated $14.6K.
The Kraft Heinz Company made up 0.03% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #467 holding.
Mid Atlantic Financial Management first reported a position in The Kraft Heinz Company in Q4 2018 and has held it in 11 quarters since.
Mid Atlantic Financial Management's The Kraft Heinz Company position peaked at $627K in Q4 2018.
988 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.