PFA
KHC icon

Pathway Financial Advisors’s The Kraft Heinz Company KHC Stock Holding History

Pathway Financial 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
2018
Q3 		– Sell
-1,469
Closed -$92K – 242
2018
Q2 		$92K Hold
1,469
– – 0.05% 166
2018
Q1 		$92K Sell
1,469
-147
-9% -$10.5K 0.05% 173
2017
Q4 		$126K Buy
+1,616
New +$127K 0.07% 133

Other funds holding KHC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Pathway Financial Advisors's KHC Position: Q3 2018 in Review

Pathway Financial Advisors sold out of The Kraft Heinz Company (KHC) in Q3 2018, closing a stake of 1,469 shares — an estimated $92K sold.

Pathway Financial Advisors first reported a position in KHC in Q4 2017 and held it in 3 quarters. The position peaked at $126K in Q4 2017. 1,156 funds tracked by Wall St. Rank hold KHC as of Q3 2018.

  • Pathway Financial Advisors reported no remaining The Kraft Heinz Company position as of Q3 2018 after selling out during the quarter.
  • Pathway Financial Advisors sold 1,469 The Kraft Heinz Company shares in Q3 2018, an estimated $92K.
  • Pathway Financial Advisors first reported a position in The Kraft Heinz Company in Q4 2017 and held it in 3 quarters.
  • Pathway Financial Advisors's The Kraft Heinz Company position peaked at $126K in Q4 2017.
  • 1,156 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q3 2018.

Based on Pathway Financial Advisors's 13F filing for Q3 2018, filed 16 Jan 2019.