Selective Wealth Management’s Kraft Heinz KHC Stock Holding History

Selective Wealth Management’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
2022 Q2	–	Sell	-100	Closed	-$4K	–	802
2022 Q1	$4K	Hold	100	–	–	﹤0.01%	612
2021 Q4	$4K	Hold	100	–	–	﹤0.01%	568
2021 Q3	$4K	Hold	100	–	–	﹤0.01%	508
2021 Q2	$4K	Sell	100 -1,045	-91%	-$44K	﹤0.01%	423
2021 Q1	$46K	Buy	1,145 +940	+459%	+$33.9K	0.04%	133
2020 Q4	$7K	Buy	205 +105	+105%	+$3.41K	﹤0.01%	267
2020 Q3	$3K	Hold	100	–	–	﹤0.01%	271
2020 Q2	$3K	Buy	+100	New	+$3K	﹤0.01%	350
2018 Q3	$67K	Buy	+1,215	New	+$72.6K	0.8%	31

Other funds holding KHC

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Selective Wealth Management's KHC Position: Q2 2022 in Review

Selective Wealth Management sold out of Kraft Heinz (KHC) in Q2 2022, closing a stake of 100 shares — an estimated $4K sold.

Selective Wealth Management first reported a position in KHC in Q3 2018 and held it in 9 quarters. The position peaked at $67K in Q3 2018. 1,107 funds tracked by Wall St. Rank hold KHC as of Q2 2022.

Selective Wealth Management reported no remaining Kraft Heinz position as of Q2 2022 after selling out during the quarter.
Selective Wealth Management sold 100 Kraft Heinz shares in Q2 2022, an estimated $4K.
Selective Wealth Management first reported a position in Kraft Heinz in Q3 2018 and held it in 9 quarters.
Selective Wealth Management's Kraft Heinz position peaked at $67K in Q3 2018.
1,107 funds tracked by Wall St. Rank held Kraft Heinz as of Q2 2022.

Based on Selective Wealth Management's 13F filing for Q2 2022, filed 28 Jul 2022.