Silver Oak Securities’s Kraft Heinz KHC Stock Holding History

Silver Oak Securities’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 Q1	–	Sell	-5,863	Closed	-$239K	–	406
2022 Q4	$239K	Buy	+5,863	New	+$223K	0.04%	260
2022 Q3	–	Sell	-7,341	Closed	-$281K	–	474
2022 Q2	$281K	Buy	7,341 +437	+6%	+$17.5K	0.06%	212
2022 Q1	$283K	Buy	+6,904	New	+$259K	0.06%	242

Other funds holding KHC

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

BlackRock New York $5.72T 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

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

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

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

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

Silver Oak Securities's KHC Position: Q1 2023 in Review

Silver Oak Securities sold out of Kraft Heinz (KHC) in Q1 2023, closing a stake of 5,863 shares — an estimated $239K sold.

Silver Oak Securities first reported a position in KHC in Q1 2022 and held it in 3 quarters. The position peaked at $283K in Q1 2022. 1,139 funds tracked by Wall St. Rank hold KHC as of Q1 2023.

Silver Oak Securities reported no remaining Kraft Heinz position as of Q1 2023 after selling out during the quarter.
Silver Oak Securities sold 5,863 Kraft Heinz shares in Q1 2023, an estimated $239K.
Silver Oak Securities first reported a position in Kraft Heinz in Q1 2022 and held it in 3 quarters.
Silver Oak Securities's Kraft Heinz position peaked at $283K in Q1 2022.
1,139 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2023.

Based on Silver Oak Securities's 13F filing for Q1 2023, filed 5 May 2023.