Smith Salley Wealth Management’s The Kraft Heinz Company KHC Stock Holding History

Smith Salley 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
2020 Q1	–	Sell	-74,673	Closed	-$2.4M	–	195
2019 Q4	$2.4M	Sell	74,673 -2,172	-3%	-$65.8K	0.32%	77
2019 Q3	$2.15M	Sell	76,845 -3,024	-4%	-$87K	0.31%	79
2019 Q2	$2.48M	Buy	79,869 +26,791	+50%	+$845K	0.37%	72
2019 Q1	$1.73M	Buy	+53,078	New	+$2.16M	0.28%	77
2018 Q1	–	Sell	-3,276	Closed	-$254K	–	181
2017 Q4	$254K	Hold	3,276	–	–	0.05%	156
2017 Q3	$254K	Sell	3,276 -345	-10%	-$28.9K	0.05%	148
2017 Q2	$311K	Buy	3,621 +100	+3%	+$9.07K	0.06%	135
2017 Q1	$319K	Buy	3,521 +324	+10%	+$29.2K	0.07%	133
2016 Q4	$278K	Hold	3,197	–	–	0.06%	129
2016 Q3	$286K	Sell	3,197 -75	-2%	-$6.64K	0.06%	129
2016 Q2	$289K	Buy	3,272 +75	+2%	+$6.17K	0.07%	129
2016 Q1	$251K	Hold	3,197	–	–	0.06%	134
2015 Q4	$233K	Hold	3,197	–	–	0.06%	140
2015 Q3	$226K	Buy	+3,197	New	+$241K	0.06%	141

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

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

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

AIG

American International Group New York $2.93M AUM 12.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Smith Salley Wealth Management's KHC Position: Q1 2020 in Review

Smith Salley Wealth Management sold out of The Kraft Heinz Company (KHC) in Q1 2020, closing a stake of 74,673 shares — an estimated $2.4M sold.

Smith Salley Wealth Management first reported a position in KHC in Q3 2015 and held it in 14 quarters. The position peaked at $2.48M in Q2 2019. 842 funds tracked by Wall St. Rank hold KHC as of Q1 2020.

Smith Salley Wealth Management reported no remaining The Kraft Heinz Company position as of Q1 2020 after selling out during the quarter.
Smith Salley Wealth Management sold 74,673 The Kraft Heinz Company shares in Q1 2020, an estimated $2.4M.
Smith Salley Wealth Management first reported a position in The Kraft Heinz Company in Q3 2015 and held it in 14 quarters.
Smith Salley Wealth Management's The Kraft Heinz Company position peaked at $2.48M in Q2 2019.
842 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q1 2020.

Based on Smith Salley Wealth Management's 13F filing for Q1 2020, filed 24 Apr 2020.