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MPS Loria Financial Planners’s Kraft Heinz KHC Stock Holding History

MPS Loria Financial Planners’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
Q2 		– Sell
-2,256
Closed -$90K – 353
2021
Q1 		$90K Buy
2,256
+16
+0.7% +$576 0.04% 125
2020
Q4 		$77K Buy
2,240
+84
+4% +$2.73K 0.03% 131
2020
Q3 		$65K Sell
2,156
-105
-5% -$3.5K 0.03% 131
2020
Q2 		$72K Buy
+2,261
New +$67.9K 0.04% 123
2019
Q1 		– Sell
-5,122
Closed -$220K – 75
2018
Q4 		$220K Sell
5,122
-351
-6% -$18.2K 0.16% 63
2018
Q3 		$302K Sell
5,473
-247
-4% -$14.8K 0.19% 52
2018
Q2 		$359K Buy
5,720
+47
+0.8% +$2.79K 0.36% 40
2018
Q1 		$353K Sell
5,673
-215
-4% -$15.4K 0.25% 47
2017
Q4 		$458K Buy
5,888
+25
+0.4% +$1.96K 0.31% 37
2017
Q3 		$455K Buy
5,863
+26
+0.4% +$2.17K 0.33% 37
2017
Q2 		$506K Buy
+5,837
New +$529K 0.34% 31

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

MPS Loria Financial Planners's KHC Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Kraft Heinz (KHC) in Q2 2021, closing a stake of 2,256 shares — an estimated $90K sold.

MPS Loria Financial Planners first reported a position in KHC in Q2 2017 and held it in 11 quarters. The position peaked at $506K in Q2 2017. 1,026 funds tracked by Wall St. Rank hold KHC as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Kraft Heinz position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 2,256 Kraft Heinz shares in Q2 2021, an estimated $90K.
  • MPS Loria Financial Planners first reported a position in Kraft Heinz in Q2 2017 and held it in 11 quarters.
  • MPS Loria Financial Planners's Kraft Heinz position peaked at $506K in Q2 2017.
  • 1,026 funds tracked by Wall St. Rank held Kraft Heinz as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.