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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
2018
Q1 		– Sell
-1,500
Closed -$117K – 674
2017
Q4 		$117K Buy
+1,500
New +$118K 0.02% 229

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LSV Asset Management
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.