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Reilly Financial Advisors’s Kraft Heinz KHC Stock Holding History

Reilly Financial 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
2021
Q4 		$59K Buy
1,653
+60
+4% +$2.16K ﹤0.01% 377
2021
Q3 		$59K Buy
1,593
+153
+11% +$5.76K 0.01% 353
2021
Q2 		$59K Buy
1,440
+164
+13% +$6.9K ﹤0.01% 351
2021
Q1 		$51K Buy
1,276
+3
+0.2% +$108 ﹤0.01% 359
2020
Q4 		$44K Buy
1,273
+4
+0.3% +$130 ﹤0.01% 362
2020
Q3 		$38K Buy
1,269
+4
+0.3% +$133 ﹤0.01% 342
2020
Q2 		$40K Buy
1,265
+3
+0.2% +$90 ﹤0.01% 338
2020
Q1 		$31K Buy
1,262
+100
+9% +$2.74K ﹤0.01% 367
2019
Q4 		$37K Hold
1,162
– – ﹤0.01% 383
2019
Q3 		$32K Sell
1,162
-822
-41% -$23.7K ﹤0.01% 420
2019
Q2 		$62K Buy
1,984
+100
+5% +$3.15K 0.01% 325
2019
Q1 		$62K Hold
1,884
– – 0.01% 309
2018
Q4 		$81K Buy
1,884
+337
+22% +$17.5K 0.01% 252
2018
Q3 		$85K Buy
1,547
+1
+0.1% +$60 0.01% 267
2018
Q2 		$97K Buy
1,546
+2
+0.1% +$119 0.01% 224
2018
Q1 		$96K Sell
1,544
-289
-16% -$20.7K 0.01% 224
2017
Q4 		$143K Buy
1,833
+201
+12% +$15.8K 0.02% 189
2017
Q3 		$127K Buy
1,632
+1
+0.1% +$84 0.02% 190
2017
Q2 		$140K Buy
1,631
+134
+9% +$12.2K 0.02% 181
2017
Q1 		$136K Sell
1,497
-46
-3% -$4.15K 0.02% 171
2016
Q4 		$135K Buy
1,543
+136
+10% +$11.6K 0.02% 166
2016
Q3 		$126K Sell
1,407
-169
-11% -$15K 0.02% 167
2016
Q2 		$139K Sell
1,576
-155
-9% -$12.8K 0.03% 162
2016
Q1 		$136K Buy
1,731
+228
+15% +$17.1K 0.02% 226
2015
Q4 		$109K Buy
1,503
+91
+6% +$6.71K 0.02% 261
2015
Q3 		$100K Buy
+1,412
New +$107K 0.02% 257

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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Reilly Financial Advisors's KHC Position: Q4 2021 in Review

Reilly Financial Advisors increased its Kraft Heinz (KHC) stake by 3.8% in Q4 2021, buying an estimated $2.16K and bringing the position to 1,653 shares worth $59K. The position accounts for ﹤0.01% of the portfolio, ranked #377.

Reilly Financial Advisors first reported a position in KHC in Q3 2015 and has held it in 26 quarters since. The position peaked at $143K in Q4 2017. 1,051 funds tracked by Wall St. Rank hold KHC as of Q4 2021.

  • Reilly Financial Advisors held 1,653 shares of Kraft Heinz worth $59K as of Q4 2021.
  • Reilly Financial Advisors bought 60 Kraft Heinz shares in Q4 2021, an estimated $2.16K.
  • Kraft Heinz made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #377 holding.
  • Reilly Financial Advisors first reported a position in Kraft Heinz in Q3 2015 and has held it in 26 quarters since.
  • Reilly Financial Advisors's Kraft Heinz position peaked at $143K in Q4 2017.
  • 1,051 funds tracked by Wall St. Rank held Kraft Heinz as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.