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Plancorp LLC’s Kraft Heinz KHC Stock Holding History

Plancorp LLC’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 		– Sell
-4,593
Closed -$253K – 167
2018
Q3 		$253K Sell
4,593
-122
-3% -$7.29K 0.1% 147
2018
Q2 		$296K Sell
4,715
-60
-1% -$3.56K 0.12% 129
2018
Q1 		$297K Sell
4,775
-571
-11% -$40.9K 0.09% 128
2017
Q4 		$416K Buy
5,346
+130
+2% +$10.2K 0.14% 106
2017
Q3 		$406K Sell
5,216
-1,752
-25% -$147K 0.12% 102
2017
Q2 		$597K Sell
6,968
-164
-2% -$14.9K 0.18% 84
2017
Q1 		$648K Buy
7,132
+156
+2% +$14.1K 0.19% 78
2016
Q4 		$609K Buy
+6,976
New +$597K 0.17% 79

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

Plancorp LLC's KHC Position: Q4 2018 in Review

Plancorp LLC sold out of Kraft Heinz (KHC) in Q4 2018, closing a stake of 4,593 shares — an estimated $253K sold.

Plancorp LLC first reported a position in KHC in Q4 2016 and held it in 8 quarters. The position peaked at $648K in Q1 2017. 1,126 funds tracked by Wall St. Rank hold KHC as of Q4 2018.

  • Plancorp LLC reported no remaining Kraft Heinz position as of Q4 2018 after selling out during the quarter.
  • Plancorp LLC sold 4,593 Kraft Heinz shares in Q4 2018, an estimated $253K.
  • Plancorp LLC first reported a position in Kraft Heinz in Q4 2016 and held it in 8 quarters.
  • Plancorp LLC's Kraft Heinz position peaked at $648K in Q1 2017.
  • 1,126 funds tracked by Wall St. Rank held Kraft Heinz as of Q4 2018.

Based on Plancorp LLC's 13F filing for Q4 2018, filed 14 Feb 2019.