Pacific Wealth Strategies Group’s The Kraft Heinz Company KHC Stock Holding History

Pacific Wealth Strategies Group’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
2018 Q2	–	Sell	-6,374	Closed	-$397K	–	82
2018 Q1	$397K	Sell	6,374 -7,016	-52%	-$502K	0.28%	72
2017 Q4	$1.04M	Buy	13,390 +3,424	+34%	+$269K	0.74%	49
2017 Q3	$773K	Buy	9,966 +1,053	+12%	+$88.1K	0.61%	49
2017 Q2	$763K	Buy	8,913 +4,398	+97%	+$399K	0.65%	48
2017 Q1	$410K	Buy	+4,515	New	+$407K	0.36%	59

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

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Pacific Wealth Strategies Group's KHC Position: Q2 2018 in Review

Pacific Wealth Strategies Group sold out of The Kraft Heinz Company (KHC) in Q2 2018, closing a stake of 6,374 shares — an estimated $397K sold.

Pacific Wealth Strategies Group first reported a position in KHC in Q1 2017 and held it in 5 quarters. The position peaked at $1.04M in Q4 2017. 1,177 funds tracked by Wall St. Rank hold KHC as of Q2 2018.

Pacific Wealth Strategies Group reported no remaining The Kraft Heinz Company position as of Q2 2018 after selling out during the quarter.
Pacific Wealth Strategies Group sold 6,374 The Kraft Heinz Company shares in Q2 2018, an estimated $397K.
Pacific Wealth Strategies Group first reported a position in The Kraft Heinz Company in Q1 2017 and held it in 5 quarters.
Pacific Wealth Strategies Group's The Kraft Heinz Company position peaked at $1.04M in Q4 2017.
1,177 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q2 2018.

Based on Pacific Wealth Strategies Group's 13F filing for Q2 2018, filed 6 Mar 2019.