Rational Advisors’s Kraft Heinz KHC Stock Holding History

Rational 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
2023 Q4	–	Sell	-4,627	Closed	-$156K	–	242
2023 Q3	$156K	Buy	4,627 +2,166	+88%	+$74.8K	0.01%	129
2023 Q2	$87.4K	Buy	+2,461	New	+$94.7K	0.01%	139
2020 Q4	–	Sell	-30,062	Closed	-$901K	–	424
2020 Q3	$901K	Buy	30,062 +7,959	+36%	+$265K	0.39%	100
2020 Q2	$705K	Buy	+22,103	New	+$664K	0.36%	96
2020 Q1	–	Sell	-4,467	Closed	-$144K	–	353
2019 Q4	$144K	Sell	4,467 -2,232	-33%	-$67.6K	0.07%	235
2019 Q3	$187K	Buy	6,699 +2,650	+65%	+$76.3K	0.07%	235
2019 Q2	$126K	Sell	4,049 -8,039	-67%	-$253K	0.04%	266
2019 Q1	$394K	Sell	12,088 -2,337	-16%	-$95.2K	0.11%	148
2018 Q4	$621K	Buy	14,425 +14,326	+14,471%	+$742K	0.19%	104
2018 Q3	$5K	Sell	99 -19,173	-99%	-$1.15M	﹤0.01%	427
2018 Q2	$1.21M	Buy	19,272 +9,646	+100%	+$572K	0.57%	65
2018 Q1	$599K	Buy	9,626 +8,126	+542%	+$582K	0.28%	116
2017 Q4	$117K	Buy	+1,500	New	+$118K	0.06%	216
2015 Q3	$9K	Buy	+129	New	+$9.74K	﹤0.01%	342

Other funds holding KHC

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return