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Peachtree Investment Advisors’s Kraft Heinz KHC Stock Holding History

Peachtree Investment 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
Q4 		$457K Sell
10,617
-1,230
-10% -$63.7K 0.35% 47
2018
Q3 		$653K Sell
11,847
-3,110
-21% -$186K 0.45% 42
2018
Q2 		$940K Buy
14,957
+589
+4% +$35K 0.68% 29
2018
Q1 		$895K Buy
14,368
+265
+2% +$19K 0.67% 29
2017
Q4 		$1.1M Sell
14,103
-2,210
-14% -$174K 0.84% 29
2017
Q3 		$1.26M Sell
16,313
-2,465
-13% -$206K 1.09% 25
2017
Q2 		$1.61M Buy
18,778
+715
+4% +$64.8K 1.38% 21
2017
Q1 		$1.64M Buy
18,063
+334
+2% +$30.1K 1.5% 22
2016
Q4 		$1.55M Buy
17,729
+125
+0.7% +$10.7K 1.52% 24
2016
Q3 		$1.58M Sell
17,604
-250
-1% -$22.1K 1.55% 23
2016
Q2 		$1.58M Sell
17,854
-925
-5% -$76.1K 1.61% 19
2016
Q1 		$1.48M Buy
18,779
+720
+4% +$53.9K 1.48% 21
2015
Q4 		$1.31M Buy
18,059
+1,354
+8% +$99.9K 1.38% 25
2015
Q3 		$1.18M Buy
+16,705
New +$1.26M 1.22% 25

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 $5.72T AUM 30.48% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Peachtree Investment Advisors's KHC Position: Q4 2018 in Review

Peachtree Investment Advisors reduced its Kraft Heinz (KHC) stake by 10% in Q4 2018, selling an estimated $63.7K and leaving 10,617 shares worth $457K. The position accounts for 0.35% of the portfolio, ranked #47.

Peachtree Investment Advisors first reported a position in KHC in Q3 2015 and has held it in 14 quarters since. The position peaked at $1.64M in Q1 2017. 1,126 funds tracked by Wall St. Rank hold KHC as of Q4 2018.

  • Peachtree Investment Advisors held 10,617 shares of Kraft Heinz worth $457K as of Q4 2018.
  • Peachtree Investment Advisors sold 1,230 Kraft Heinz shares in Q4 2018, an estimated $63.7K.
  • Kraft Heinz made up 0.35% of Peachtree Investment Advisors's portfolio in Q4 2018, its #47 holding.
  • Peachtree Investment Advisors first reported a position in Kraft Heinz in Q3 2015 and has held it in 14 quarters since.
  • Peachtree Investment Advisors's Kraft Heinz position peaked at $1.64M in Q1 2017.
  • 1,126 funds tracked by Wall St. Rank held Kraft Heinz as of Q4 2018.

Based on Peachtree Investment Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.