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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 – 352
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 $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Rational Advisors's KHC Position: Q4 2023 in Review

Rational Advisors sold out of Kraft Heinz (KHC) in Q4 2023, closing a stake of 4,627 shares — an estimated $156K sold.

Rational Advisors first reported a position in KHC in Q3 2015 and held it in 14 quarters. The position peaked at $1.21M in Q2 2018. 1,182 funds tracked by Wall St. Rank hold KHC as of Q4 2023.

  • Rational Advisors reported no remaining Kraft Heinz position as of Q4 2023 after selling out during the quarter.
  • Rational Advisors sold 4,627 Kraft Heinz shares in Q4 2023, an estimated $156K.
  • Rational Advisors first reported a position in Kraft Heinz in Q3 2015 and held it in 14 quarters.
  • Rational Advisors's Kraft Heinz position peaked at $1.21M in Q2 2018.
  • 1,182 funds tracked by Wall St. Rank held Kraft Heinz as of Q4 2023.

Based on Rational Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.