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Patriot Financial Group Insurance Agency’s Kraft Heinz KHC Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-978
Closed -$37K – 1237
2022
Q2 		$37K Sell
978
-4
-0.4% -$160 0.01% 826
2022
Q1 		$39K Sell
982
-37
-4% -$1.39K 0.01% 853
2021
Q4 		$37K Buy
1,019
+3
+0.3% +$108 0.01% 986
2021
Q3 		$37K Buy
1,016
+104
+11% +$3.92K 0.01% 980
2021
Q2 		$37K Sell
912
-197
-18% -$8.29K 0.01% 946
2021
Q1 		$44K Buy
1,109
+33
+3% +$1.19K 0.01% 808
2020
Q4 		$37K Sell
1,076
-242
-18% -$7.86K 0.01% 779
2020
Q3 		$39K Buy
1,318
+233
+21% +$7.75K 0.01% 595
2020
Q2 		$35K Buy
1,085
+179
+20% +$5.38K 0.01% 591
2020
Q1 		$22K Buy
906
+65
+8% +$1.78K 0.01% 636
2019
Q4 		$27K Buy
841
+291
+53% +$8.81K 0.01% 613
2019
Q3 		$15K Buy
550
+53
+11% +$1.52K 0.01% 714
2019
Q2 		$15K Buy
497
+70
+16% +$2.21K 0.01% 720
2019
Q1 		$14K Buy
427
+147
+53% +$5.99K 0.01% 631
2018
Q4 		$12K Sell
280
-26
-8% -$1.35K 0.01% 580
2018
Q3 		$17K Buy
306
+189
+162% +$11.3K 0.01% 508
2018
Q2 		$7K Sell
117
-106
-48% -$6.29K 0.01% 444
2018
Q1 		$13K Buy
223
+1
+0.5% +$72 0.01% 557
2017
Q4 		$17K Sell
222
-174
-44% -$13.7K 0.01% 485
2017
Q3 		$31K Buy
396
+1
+0.3% +$84 0.03% 329
2017
Q2 		$33K Buy
395
+1
+0.3% +$91 0.03% 313
2017
Q1 		$36K Sell
394
-14
-3% -$1.26K 0.04% 272
2016
Q4 		$36K Buy
+408
New +$34.9K 0.05% 266

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Patriot Financial Group Insurance Agency's KHC Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Kraft Heinz (KHC) in Q3 2022, closing a stake of 978 shares — an estimated $37K sold.

Patriot Financial Group Insurance Agency first reported a position in KHC in Q4 2016 and held it in 23 quarters. The position peaked at $44K in Q1 2021. 1,067 funds tracked by Wall St. Rank hold KHC as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Kraft Heinz position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 978 Kraft Heinz shares in Q3 2022, an estimated $37K.
  • Patriot Financial Group Insurance Agency first reported a position in Kraft Heinz in Q4 2016 and held it in 23 quarters.
  • Patriot Financial Group Insurance Agency's Kraft Heinz position peaked at $44K in Q1 2021.
  • 1,067 funds tracked by Wall St. Rank held Kraft Heinz as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.