Moneta Group Investment Advisors’s Kraft Heinz KHC Stock Holding History

Moneta Group Investment Advisors’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	–	Sell	-5,370	Closed	-$219K	–	467
2021 Q2	$219K	Sell	5,370 -155	-3%	-$6.52K	0.01%	421
2021 Q1	$221K	Buy	+5,525	New	+$199K	0.01%	389
2020 Q3	–	Sell	-6,836	Closed	-$218K	–	280
2020 Q2	$218K	Buy	+6,836	New	+$205K	0.02%	232
2019 Q3	–	Sell	-4,156	Closed	-$129K	–	292
2019 Q2	$129K	Sell	4,156 -3,960	-49%	-$125K	0.01%	222
2019 Q1	$265K	Buy	+8,116	New	+$331K	0.03%	183
2018 Q3	–	Sell	-970	Closed	-$61K	–	307
2018 Q2	$61K	Buy	970 +612	+171%	+$36.3K	0.01%	304
2018 Q1	$22K	Sell	358 -12	-3%	-$859	﹤0.01%	395
2017 Q4	$29K	Buy	+370	New	+$29.1K	﹤0.01%	300
2017 Q1	–	Sell	-2,531	Closed	-$221K	–	165
2016 Q4	$221K	Buy	+2,531	New	+$217K	0.05%	156
2015 Q4	–	Sell	-358	Closed	-$25K	–	286
2015 Q3	$25K	Buy	+358	New	+$27K	0.01%	297

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

Moneta Group Investment Advisors's KHC Position: Q3 2021 in Review

Moneta Group Investment Advisors sold out of Kraft Heinz (KHC) in Q3 2021, closing a stake of 5,370 shares — an estimated $219K sold.

Moneta Group Investment Advisors first reported a position in KHC in Q3 2015 and held it in 10 quarters. The position peaked at $265K in Q1 2019. 988 funds tracked by Wall St. Rank hold KHC as of Q3 2021.

Moneta Group Investment Advisors reported no remaining Kraft Heinz position as of Q3 2021 after selling out during the quarter.
Moneta Group Investment Advisors sold 5,370 Kraft Heinz shares in Q3 2021, an estimated $219K.
Moneta Group Investment Advisors first reported a position in Kraft Heinz in Q3 2015 and held it in 10 quarters.
Moneta Group Investment Advisors's Kraft Heinz position peaked at $265K in Q1 2019.
988 funds tracked by Wall St. Rank held Kraft Heinz as of Q3 2021.

Based on Moneta Group Investment Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.