New Capital Management’s The Kraft Heinz Company 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 $299B AUM 27.55% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

New Capital Management sold out of The Kraft Heinz Company (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. 1,017 funds tracked by Wall St. Rank hold KHC as of Q1 2021.

New Capital Management reported no remaining The Kraft Heinz Company position as of Q1 2021 after selling out during the quarter.
New Capital Management sold 47 The Kraft Heinz Company shares in Q1 2021, an estimated $2K.
New Capital Management first reported a position in The Kraft Heinz Company in Q4 2016 and held it in 9 quarters.
New Capital Management's The Kraft Heinz Company position peaked at $5K in Q4 2017.
1,017 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q1 2021.

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