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Sonora Investment Management’s Kraft Heinz KHC Stock Holding History

Sonora Investment 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
2021
Q3 		$79K Buy
2,158
+2
+0.1% +$75 0.01% 333
2021
Q2 		$88K Sell
2,156
-297
-12% -$12.5K 0.01% 298
2021
Q1 		$98K Sell
2,453
-202
-8% -$7.28K 0.01% 419
2020
Q4 		$92K Sell
2,655
-71
-3% -$2.31K 0.01% 437
2020
Q3 		$82K Buy
2,726
+104
+4% +$3.46K 0.01% 431
2020
Q2 		$84K Buy
2,622
+207
+9% +$6.21K 0.01% 370
2020
Q1 		$60K Buy
2,415
+235
+11% +$6.45K 0.01% 409
2019
Q4 		$70K Sell
2,180
-18
-0.8% -$545 0.01% 419
2019
Q3 		$61K Sell
2,198
-43
-2% -$1.24K 0.01% 443
2019
Q2 		$70K Sell
2,241
-33
-1% -$1.04K 0.01% 419
2019
Q1 		$74K Sell
2,274
-2,344
-51% -$95.5K 0.01% 388
2018
Q4 		$199K Buy
4,618
+331
+8% +$17.1K 0.03% 220
2018
Q3 		$236K Sell
4,287
-591
-12% -$35.3K 0.03% 204
2018
Q2 		$306K Buy
4,878
+143
+3% +$8.49K 0.05% 180
2018
Q1 		$295K Buy
4,735
+666
+16% +$47.7K 0.05% 175
2017
Q4 		$316K Hold
4,069
– – 0.05% 173
2017
Q3 		$316K Buy
4,069
+125
+3% +$10.5K 0.05% 168
2017
Q2 		$338K Buy
3,944
+439
+13% +$39.8K 0.06% 158
2017
Q1 		$318K Buy
3,505
+46
+1% +$4.15K 0.06% 157
2016
Q4 		$302K Hold
3,459
– – 0.06% 155
2016
Q3 		$310K Hold
3,459
– – 0.06% 146
2016
Q2 		$306K Hold
3,459
– – 0.07% 134
2016
Q1 		$272K Sell
3,459
-34
-1% -$2.54K 0.07% 141
2015
Q4 		$254K Sell
3,493
-94
-3% -$6.93K 0.07% 122
2015
Q3 		$253K Buy
+3,587
New +$271K 0.08% 110

Other funds holding KHC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Sonora Investment Management's KHC Position: Q3 2021 in Review

Sonora Investment Management increased its Kraft Heinz (KHC) stake by 0.09% in Q3 2021, buying an estimated $75 and bringing the position to 2,158 shares worth $79K. The position accounts for 0.01% of the portfolio, ranked #333.

Sonora Investment Management first reported a position in KHC in Q3 2015 and has held it in 25 quarters since. The position peaked at $338K in Q2 2017. 988 funds tracked by Wall St. Rank hold KHC as of Q3 2021.

  • Sonora Investment Management held 2,158 shares of Kraft Heinz worth $79K as of Q3 2021.
  • Sonora Investment Management bought 2 Kraft Heinz shares in Q3 2021, an estimated $75.
  • Kraft Heinz made up 0.01% of Sonora Investment Management's portfolio in Q3 2021, its #333 holding.
  • Sonora Investment Management first reported a position in Kraft Heinz in Q3 2015 and has held it in 25 quarters since.
  • Sonora Investment Management's Kraft Heinz position peaked at $338K in Q2 2017.
  • 988 funds tracked by Wall St. Rank held Kraft Heinz as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.