Pinnacle Advisory Group’s The Kraft Heinz Company KHC Stock Holding History

Pinnacle Advisory 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
2021 Q1	$233K	Buy	+5,832	New	+$210K	0.01%	224
2018 Q3	–	Sell	-5,492	Closed	-$345K	–	167
2018 Q2	$345K	Sell	5,492 -2,576	-32%	-$153K	0.02%	115
2018 Q1	$503K	Buy	8,068 +1	+0%	+$72	0.03%	119
2017 Q4	$627K	Sell	8,067 -3,740	-32%	-$294K	0.04%	116
2017 Q3	$916K	Sell	11,807 -180	-2%	-$15.1K	0.06%	80
2017 Q2	$1.03M	Sell	11,987 -29	-0.2%	-$2.63K	0.07%	72
2017 Q1	$1.09M	Buy	12,016 +4,632	+63%	+$417K	0.07%	69
2016 Q4	$645K	Buy	+7,384	New	+$632K	0.04%	89

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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Pinnacle Advisory Group's KHC Position: Q1 2021 in Review

Pinnacle Advisory Group opened a new position in The Kraft Heinz Company (KHC) in Q1 2021: 5,832 shares worth $233K. The stake represents 0.01% of the portfolio and ranks #224 among its holdings. This is a return to the name: Pinnacle Advisory Group previously reported a position in KHC as recently as Q2 2018.

Pinnacle Advisory Group first reported a position in KHC in Q4 2016 and has held it in 8 quarters since. The position peaked at $1.09M in Q1 2017. 1,017 funds tracked by Wall St. Rank hold KHC as of Q1 2021.

Pinnacle Advisory Group held 5,832 shares of The Kraft Heinz Company worth $233K as of Q1 2021.
The Kraft Heinz Company was a new Pinnacle Advisory Group position in Q1 2021.
The Kraft Heinz Company made up 0.01% of Pinnacle Advisory Group's portfolio in Q1 2021, its #224 holding.
Pinnacle Advisory Group first reported a position in The Kraft Heinz Company in Q4 2016 and has held it in 8 quarters since.
Pinnacle Advisory Group's The Kraft Heinz Company position peaked at $1.09M in Q1 2017.
1,017 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q1 2021.

Based on Pinnacle Advisory Group's 13F filing for Q1 2021, filed 12 May 2021.