New Capital Management’s Kraft Heinz KHC Stock Holding History

New Capital Management’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 Q1	–	Sell	-47	Closed	-$2K	–	132
2020 Q4	$2K	Buy	+47	New	+$1.53K	﹤0.01%	139
2018 Q4	–	Sell	-59	Closed	-$3K	–	132
2018 Q3	$3K	Hold	59	–	–	﹤0.01%	139
2018 Q2	$4K	Hold	59	–	–	0.01%	134
2018 Q1	$4K	Hold	59	–	–	0.01%	142
2017 Q4	$5K	Hold	59	–	–	0.01%	145
2017 Q3	$5K	Hold	59	–	–	0.01%	147
2017 Q2	$5K	Hold	59	–	–	0.01%	144
2017 Q1	$5K	Hold	59	–	–	0.01%	144
2016 Q4	$5K	Buy	+59	New	+$5.05K	0.01%	140

Other funds holding KHC

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

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

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

New Capital Management's KHC Position: Q1 2021 in Review

New Capital Management sold out of Kraft Heinz (KHC) in Q1 2021, closing a stake of 47 shares — an estimated $2K sold.

New Capital Management first reported a position in KHC in Q4 2016 and held it in 9 quarters. The position peaked at $5K in Q4 2017. 1,015 funds tracked by Wall St. Rank hold KHC as of Q1 2021.

New Capital Management reported no remaining Kraft Heinz position as of Q1 2021 after selling out during the quarter.
New Capital Management sold 47 Kraft Heinz shares in Q1 2021, an estimated $2K.
New Capital Management first reported a position in Kraft Heinz in Q4 2016 and held it in 9 quarters.
New Capital Management's Kraft Heinz position peaked at $5K in Q4 2017.
1,015 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2021.

Based on New Capital Management's 13F filing for Q1 2021, filed 15 Apr 2021.