Mountain Capital Investment Advisors’s Kraft Heinz KHC Stock Holding History

Mountain Capital 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
2023 Q3	–	Sell	-43,196	Closed	-$1.57M	–	65
2023 Q2	$1.57M	Sell	43,196 -13,063	-23%	-$502K	0.59%	29
2023 Q1	$2.2M	Buy	56,259 +25,061	+80%	+$992K	0.97%	29
2022 Q4	$1.32M	Buy	+31,198	New	+$1.18M	0.6%	51
2017 Q4	–	Sell	-1,410	Closed	-$109K	–	235
2017 Q3	$109K	Hold	1,410	–	–	0.1%	66
2017 Q2	$121K	Buy	+1,410	New	+$128K	0.12%	71

Other funds holding KHC

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Mountain Capital Investment Advisors's KHC Position: Q3 2023 in Review

Mountain Capital Investment Advisors sold out of Kraft Heinz (KHC) in Q3 2023, closing a stake of 43,196 shares — an estimated $1.57M sold.

Mountain Capital Investment Advisors first reported a position in KHC in Q2 2017 and held it in 5 quarters. The position peaked at $2.2M in Q1 2023. 1,127 funds tracked by Wall St. Rank hold KHC as of Q3 2023.

Mountain Capital Investment Advisors reported no remaining Kraft Heinz position as of Q3 2023 after selling out during the quarter.
Mountain Capital Investment Advisors sold 43,196 Kraft Heinz shares in Q3 2023, an estimated $1.57M.
Mountain Capital Investment Advisors first reported a position in Kraft Heinz in Q2 2017 and held it in 5 quarters.
Mountain Capital Investment Advisors's Kraft Heinz position peaked at $2.2M in Q1 2023.
1,127 funds tracked by Wall St. Rank held Kraft Heinz as of Q3 2023.

Based on Mountain Capital Investment Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.