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

Polaris Wealth 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 Q4	–	Sell	-820,735	Closed	-$30.4M	–	185
2021 Q3	$30.4M	Buy	+820,735	New	+$30.9M	1.82%	17
2021 Q2	–	Sell	-779,368	Closed	-$31.3M	–	189
2021 Q1	$31.3M	Buy	+779,368	New	+$28.1M	2.01%	14
2020 Q3	–	Sell	-149,899	Closed	-$4.75M	–	170
2020 Q2	$4.75M	Sell	149,899 -34,089	-19%	-$1.02M	0.38%	57
2020 Q1	$4.55M	Buy	+183,988	New	+$5.05M	0.49%	44
2018 Q4	–	Sell	-283	Closed	-$16K	–	306
2018 Q3	$16K	Buy	283 +190	+204%	+$11.4K	﹤0.01%	343
2018 Q2	$6K	Sell	93 -89	-49%	-$5.28K	﹤0.01%	220
2018 Q1	$11K	Buy	+182	New	+$13K	﹤0.01%	353

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 $3.38T AUM 44.17% 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

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Polaris Wealth Advisory Group's KHC Position: Q4 2021 in Review

Polaris Wealth Advisory Group sold out of The Kraft Heinz Company (KHC) in Q4 2021, closing a stake of 820,735 shares — an estimated $30.4M sold.

Polaris Wealth Advisory Group first reported a position in KHC in Q1 2018 and held it in 7 quarters. The position peaked at $31.3M in Q1 2021. 1,050 funds tracked by Wall St. Rank hold KHC as of Q4 2021.

Polaris Wealth Advisory Group reported no remaining The Kraft Heinz Company position as of Q4 2021 after selling out during the quarter.
Polaris Wealth Advisory Group sold 820,735 The Kraft Heinz Company shares in Q4 2021, an estimated $30.4M.
Polaris Wealth Advisory Group first reported a position in The Kraft Heinz Company in Q1 2018 and held it in 7 quarters.
Polaris Wealth Advisory Group's The Kraft Heinz Company position peaked at $31.3M in Q1 2021.
1,050 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q4 2021.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2021, filed 26 Jan 2022.