PFG Private Wealth Management’s The Kraft Heinz Company KHC Stock Holding History

PFG Private Wealth 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
2023 Q1	–	Sell	-112	Closed	-$5K	–	345
2022 Q4	$5K	Buy	112 +26	+30%	+$987	﹤0.01%	220
2022 Q3	$3K	Hold	86	–	–	﹤0.01%	266
2022 Q2	$3K	Hold	86	–	–	﹤0.01%	263
2022 Q1	$3K	Hold	86	–	–	﹤0.01%	256
2021 Q4	$3K	Hold	86	–	–	﹤0.01%	265
2021 Q3	$3K	Buy	+86	New	+$3.24K	﹤0.01%	251

Other funds holding KHC

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

PFG Private Wealth Management's KHC Position: Q1 2023 in Review

PFG Private Wealth Management sold out of The Kraft Heinz Company (KHC) in Q1 2023, closing a stake of 112 shares — an estimated $5K sold.

PFG Private Wealth Management first reported a position in KHC in Q3 2021 and held it in 6 quarters. The position peaked at $5K in Q4 2022. 1,138 funds tracked by Wall St. Rank hold KHC as of Q1 2023.

PFG Private Wealth Management reported no remaining The Kraft Heinz Company position as of Q1 2023 after selling out during the quarter.
PFG Private Wealth Management sold 112 The Kraft Heinz Company shares in Q1 2023, an estimated $5K.
PFG Private Wealth Management first reported a position in The Kraft Heinz Company in Q3 2021 and held it in 6 quarters.
PFG Private Wealth Management's The Kraft Heinz Company position peaked at $5K in Q4 2022.
1,138 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q1 2023.

Based on PFG Private Wealth Management's 13F filing for Q1 2023, filed 1 May 2023.