Mountain Capital Investment Advisors’s The Kraft Heinz Company 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 $299B AUM 27.55% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Mountain Capital Investment Advisors sold out of The Kraft Heinz Company (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 The Kraft Heinz Company position as of Q3 2023 after selling out during the quarter.
Mountain Capital Investment Advisors sold 43,196 The Kraft Heinz Company shares in Q3 2023, an estimated $1.57M.
Mountain Capital Investment Advisors first reported a position in The Kraft Heinz Company in Q2 2017 and held it in 5 quarters.
Mountain Capital Investment Advisors's The Kraft Heinz Company position peaked at $2.2M in Q1 2023.
1,127 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q3 2023.

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