Regal Wealth Group’s Kraft Heinz KHC Stock Holding History

Regal Wealth 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
2020 Q4	–	Sell	-372	Closed	-$11K	–	223
2020 Q3	$11K	Hold	372	–	–	0.01%	144
2020 Q2	$12K	Hold	372	–	–	0.01%	135
2020 Q1	$9K	Hold	372	–	–	0.01%	127
2019 Q4	$12K	Hold	372	–	–	0.01%	146
2019 Q3	$10K	Hold	372	–	–	0.01%	126
2019 Q2	$12K	Hold	372	–	–	0.01%	115
2019 Q1	$12K	Hold	372	–	–	0.01%	113
2018 Q4	$16K	Sell	372 -90	-19%	-$4.66K	0.01%	107
2018 Q3	$25K	Hold	462	–	–	0.02%	96
2018 Q2	$29K	Hold	462	–	–	0.03%	91
2018 Q1	$29K	Hold	462	–	–	0.02%	89
2017 Q4	$36K	Hold	462	–	–	0.03%	82
2017 Q3	$36K	Hold	462	–	–	0.03%	78
2017 Q2	$40K	Hold	462	–	–	0.03%	77
2017 Q1	$42K	Hold	462	–	–	0.03%	74
2016 Q4	$40K	Hold	462	–	–	0.03%	73
2016 Q3	$41K	Hold	462	–	–	0.04%	70
2016 Q2	$41K	Buy	462 +90	+24%	+$7.4K	0.04%	68
2016 Q1	$29K	Hold	372	–	–	0.03%	76
2015 Q4	$27K	Buy	+372	New	+$27.4K	0.03%	78

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 $3.37T AUM 44.26% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Regal Wealth Group's KHC Position: Q4 2020 in Review

Regal Wealth Group sold out of Kraft Heinz (KHC) in Q4 2020, closing a stake of 372 shares — an estimated $11K sold.

Regal Wealth Group first reported a position in KHC in Q4 2015 and held it in 20 quarters. The position peaked at $42K in Q1 2017. 983 funds tracked by Wall St. Rank hold KHC as of Q4 2020.

Regal Wealth Group reported no remaining Kraft Heinz position as of Q4 2020 after selling out during the quarter.
Regal Wealth Group sold 372 Kraft Heinz shares in Q4 2020, an estimated $11K.
Regal Wealth Group first reported a position in Kraft Heinz in Q4 2015 and held it in 20 quarters.
Regal Wealth Group's Kraft Heinz position peaked at $42K in Q1 2017.
983 funds tracked by Wall St. Rank held Kraft Heinz as of Q4 2020.

Based on Regal Wealth Group's 13F filing for Q4 2020, filed 22 Jan 2021.